Michael
Mcwhinnie
Legacy Financial Advisors, Inc
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About this Advisor
Michael Mcwhinnie is a certified financial planner who works in Covington, Kentucky with 5 years of relevant experience. Mcwhinnie works at Legacy Financial Advisors, Inc. Mcwhinnie has gained experience at Fidelity Brokerage Services, LLC, Legacy Financial Advisors and Triad Advisors, Inc. Mcwhinnie has Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to serve investors in Kentucky. Legacy Financial Advisors, Inc is a registered investment business operating out of Covington, KY. It oversees $988 million in assets across its 3,157 customer accounts, making it one of the bigger firms in the country by assets under management. The firm serves five charitable organizations. Of its 3,157 client accounts, 32% are associated with high-net-worth clients who have greater than $1 million in investable assets. Legacy Financial Advisors, Inc performs a broad set 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 advisory services usually depend on which services are provided. Fee types charged by Legacy Financial Advisors, Inc most likely include 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
Michael Mcwhinnie Work History
Michael has been registered as a financial advisor for 5 years.*
Legacy Financial Advisors
Triad Advisors, Inc
Fidelity Brokerage Services, LLC
*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 Michael Mcwhinnie 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.
