James
Killingsworth
The Legacy Financial Group, Inc
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About this Advisor
James Killingsworth is a certified financial planner based in Tulsa, Oklahoma, with 6 years of industry experience. Killingsworth is on the advisory team at The Legacy Financial Group, Inc. Throughout their career, they have worked at The Ayco Company, L.P./Mercer Allied, Stephen Streeter Moore and The Legacy Financial Group. Killingsworth holds Series 66 and Series 63 licenses, qualifying them as a securities broker, and is approved to advise clients in Texas. The Legacy Financial Group, Inc is a registered investment firm based out of Tulsa, OK. It administers $336 million in assets across its 1,057 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,057 accounts, 65% belong to high-net-worth clients who have more than $1 million in assets available to invest. The company provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually are based on the type of financial services provided. Fee types charged by The Legacy Financial Group, Inc can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Legacy Financial Group, Inc Brokerage Details
$335,700,000
8
1,057
$317,597
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Killingsworth Work History
James has been registered as a financial advisor for 6 years.*
The Legacy Financial Group
Stephen Streeter Moore
The Ayco Company, L.P./Mercer Allied
*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 James Killingsworth 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 The Legacy Financial Group, Inc
Tulsa, OK
Tulsa, OK
Tulsa, OK
Tulsa, OK
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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.
