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Legacy Advisory Group, LLC Employee Directory

Financial ServicesOklahoma, United States2-10 Employees

Legacy Advisory Group, LLC operates as a fee-only investment advisory firm within the financial services sector, focusing on portfolio management and 401(k) plan advisement. Located in Tulsa, Oklahoma, the firm emphasizes client-centric service, aiming to build relationships based on mutual understanding and trust while prioritizing the individual investor and their unique circumstances. With a small professional team, the company positions itself as a personal, service-oriented advisor that seeks to provide sound investment guidance and strong client care. The organization identifies itself as 100% Native American owned, reflecting its unique ownership status within the industry.

Find Legacy Advisory Group, LLC employees' phone numbers or email addresses

Legacy Advisory Group, LLC Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Legacy Advisory Group, LLC's Leadership

  • Stylized image of a person
    B. R.
    General Manager And Senior Vice President
    Phone icon
    Mobile Phone

Legacy Advisory Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other
  • Business

Contact profiles from Legacy Advisory Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. R.
    General Manager And Senior Vice President
    Phone icon
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Legacy Advisory Group, LLC known for?

Minus sign iconPlus sign iconLegacy Advisory Group, LLC operates in the Financial Services industry. Explore Legacy Advisory Group, LLC's company overview page for more information.

What is Legacy Advisory Group, LLC's most common email format?

Minus sign iconPlus sign iconLegacy Advisory Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Advisory Group, LLC email formats with LeadIQ.

How many employees does Legacy Advisory Group, LLC have currently?

Minus sign iconPlus sign iconLegacy Advisory Group, LLC has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Legacy Advisory Group, LLC's key employees and leadership?

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As of July 2026, Legacy Advisory Group, LLC's key employees include:

  • General Manager And Senior Vice President: B. R.

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