Keegan
King
The Legacy Financial Group, Inc
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About this Advisor
Keegan King is a financial advisor operating out of Tulsa, Oklahoma with 4 years of industry experience. King is on the advisory team at The Legacy Financial Group, Inc. The advisor has gained experience at The Legacy Financial Group, Inc, Bluestone, Booker T Washington High School and University Of Tulsa. King maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Oklahoma. The Legacy Financial Group, Inc is a firm operating out of Tulsa, OK. It handles $336 million in assets under management among its 1,057 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,057 accounts, 65% belong to high-net-worth clients who have greater than $1 million in investable assets. The company provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management are based on the type of financial services. Fees billed by The Legacy Financial Group, Inc likely 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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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
Keegan King Work History
Keegan has been registered as a financial advisor for 4 years.*
The Legacy Financial Group, Inc
Bluestone
University Of Tulsa
Booker T Washington High School
*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 Keegan King 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
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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