Drew
Schlotter
Legacy Consulting Group
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About this Advisor
Drew Schlotter is a financial advisor based in Plano, Texas, working with Legacy Consulting Group. Drew has previously held positions at Raymond James Financial Services, Inc, Mitchell Clark & Company, Efficient Wealth Management, Texas A&M University, Guaranty Bank & Trust, Us Navy, Parkway Wealth Management Support Company/Dba (Non-Owner), Raymond James Financial Services Advisors, Inc, On Point Financial Planning, Plllc, Parkway Wealth Management Group, Woodson Wealth Management, Origin Financial, and Legacy Consulting Group. Drew has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Drew is part of Legacy Consulting Group, which operates out of Plano, Texas. The firm has 5 employees and manages assets totaling $316.6 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Legacy Consulting Group includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
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Legacy Consulting Group Brokerage Details
$316,581,007
5
518
$611,160
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Drew Schlotter Work History
Legacy Consulting Group
Woodson Wealth Managment
Origin Financial
On Point Financial Planning, Plllc
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Parkway Wealth Management Support Company/Dba (Non-Owner)
Mitchell Clark & Company
Efficient Wealth Management
Parkway Wealth Management Group
Texas A&M University
Guaranty Bank & Trust
Texas A&M University
Us Navy
Disclosures
Please visit the SEC profile of Drew Schlotter 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 Consulting Group
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
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