Michael Evans

Legacy Group

909 E Southeast Loop 323, Ste 210

Tyler, TX 75701

903-534-4900

About Legacy Group

Your financial goals are our highest priority. We have the knowledge, experience and integrity to help you achieve what is most important to you and your family. We provide the peace of mind that comes with knowing you have entrusted your financial future to a firm that will always place your interests first.

See Disclosures

General Information

Firm Start Year

1924

CRD#

1014182

Firm CRD#

134797

Insurance License#

709186

Name of Custodial Firm

Schwab Institutional, Pershing,

Years of Experience in Financial Services

Work with the following types of clients

Individual Investors

Advisory Services Provided

401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management

Services

Can meet clients in the following ways

Phone, Your Home, Your Office, Email

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CSA^®

Firm Information

Total Assets Under Management by Advisor

$50,000,000

Compensation and Fees

Compensation Methods

Based on Assets, Commissions, Hourly

Education

Bachelor of Science - Business Management -

La Salle University
-

CFP Professional Education Program -

College for Financial Planning
-

Disclosures

RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1886620/retirementplanning-Legacy-Group-detailed-disclosure.html

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.