Legacy Financial Independent Advisors LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 324258
- SEC number
- 801-127031
- Firm type
- RIA
- Assets under management
- $484.0M as of Mar 30, 2026
- Website
- www.legacyfia.com ↗
- Phone
- (502) 873-0522
- Address
- 100 Mallard Creek Rd, Louisville, KY, 40207
Advisors at this firm
6 in our index · page 1 of 1
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Sheree Long BollingerCRD 1437851 · Louisville, KYIA RegisteredRegistration inactive
-
Thomas Clifford FalknerCRD 6962277 · Louisville, KYIA RegisteredRegistration inactive
-
Zachary Andrew GutermuthCRD 7319751 · Louisville, KYIA Registered
-
Bruce Edward MccreaCRD 874087 · Louisville, KYIA RegisteredRegistration inactive
-
Bryan Sean MccreaCRD 5830009 · Louisville, KYIA RegisteredRegistration inactive
-
Christopher Robert MccreaCRD 5830477 · Louisville, KYIA RegisteredRegistration inactive
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 324258 ↗
FINRA BrokerCheck record for firm CRD 324258 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.