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

Services

Can meet clients in the following ways

Email, Your Office, Phone, Your Home

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, Hourly, Commissions

Education

Bachelor of Science - Business Management -

La Salle University
-

CFP Professional Education Program -

College for Financial Planning
-

Disclosures

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

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