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Legacy Advisors
Legacy Advisors
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Home
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Invest
Disclosures
About Us
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 Compliance & Legal

Form ADV Part 2A - Legacy Financial Advisors

Form ADV Part 2B - Wesley Joiner

Form ADV Part 2B - Andrew Holland

Form ADV Part 2B - Bob Joiner

Code of Ethics

SEC IAPD

 Disclosures

Privacy Policy

Identity Theft Procedures

SMS Terms & Conditions

 Policies

Legacy Financial Advisors LLC, a State-registered investment adviser. Legacy Investor Savings is offered by Charles Schwab. Custodial Services provided by Charles Schwab, Orlando, Florida

Legacy Investor Checking made available through Charles Schwab Bank. Checking accounts and the Visa Debit Card provided by and issued by Charles Schwab Bank, Orlando, Florida, Member FDIC. Legacy Financial Advisors LLC, nor any of their affiliates, is a bank.

Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of loss. Before investing, consider your investment objectives and Legacy Financial Advisors LLC’s charges and expenses. For more details, see our Form ADV Part II and other disclosures. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities.