Legacy Financial Group
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About this Advisor
Ray Day is an investment advisor who works in Torrance, California. Currently an advisor at Legacy Financial Group, they have accumulated an impressive 31 years of work experience. Day maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Day is able to advise customers in California. Their career trajectory has included roles at Legacy Financial Group, LLC, Self-Employed-Certified Financial Planner, Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Legacy Financial Group is based out of Torrance, California. In aggregate, Legacy Financial Group oversees $115 million in assets across 397 accounts and employs seven staff members. The firm's total assets under management makes it one of the mid-sized investment advisory firms in the nation. The firm manages 25 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Legacy Financial Group can provide financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Legacy Financial Group Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ray Day Work History
Ray has 31 years of experience.
Sagepoint Financial, Inc
Legacy Financial Group, LLC
Self-Employed-Certified Financial Planner
Aig Financial Advisors, Inc
Ray Day has no disclosures.
Please visit their SEC profile for more details.