Justin
Brown
Legacy Financial Advisors, Inc
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About this Advisor
Justin Brown is a certified financial planner who works out of Covington, Kentucky with 9 years of relevant experience. Brown is on the advisory team at Legacy Financial Advisors, Inc. During their career, the advisor has held roles at Retirement Corporation Of America, Legacy Financial Advisors, Inc and Triad Advisors, Inc. Brown has Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to advise clients in Kentucky. Legacy Financial Advisors, Inc is a company that has its headquarters in Covington, KY. It has $988 million in total assets across its 3,157 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm serves five charitable organizations. Of its 3,157 accounts, 32% are associated with high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice typically are based on the services provided. However, fee types billed by Legacy Financial Advisors, Inc can consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Legacy Financial Advisors, Inc Brokerage Details
$987,602,317
20
3,157
$312,829
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Justin Brown Work History
Justin has been registered as a financial advisor for 9 years.*
Legacy Financial Advisors, Inc
Triad Advisors, Inc
Retirement Corporation Of America
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Justin Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Legacy Financial Advisors, Inc
Covington, KY
Covington, KY
Covington, KY
Covington, KY
Covington, KY
Covington, KY
Covington, KY
Covington, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
