Advisor at Legacy Global Management, L.L.C.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Legacy Global Management, L.L.C.
Location
Chesapeake, VA
Credentials
Series 63, Series 65
Industry experience
17 years
Antonio Morrison is a financial advisor with Legacy Global Management, L.L.C. in Chesapeake, VA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Seaboard Securities, Inc. since 2010. In addition to his advisory role, he serves as CEO of Legacy Global Management, a business advisory company. Legacy Global Management provides securities-related investment advice and services to individuals, pensions and profit-sharing plans, trusts, and other business entities. The firm employs a modern portfolio theory-based investment approach with strategic asset allocation and offers both discretionary and non-discretionary management, serving a client base that often retains final trading authority.
Based on Legacy Global Management, L.L.C.
$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
$200.00 per hour
Chesapeake, VA
Virginia
Seaboard Securities, Inc.
2010 - Present (16 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
Chesapeake, VA
Nexus Wealth Management, LLC
CFP®, Series 63
Virginia Beach, VA
Haven Financial Partners LLC
Series 65
Norfolk, VA
Coastal Asset Management LLC
Series 66
Norfolk, VA
Wallach Planning & Investments
Series 63, Series 65
Virginia Beach, VA
Stages Planning Group, LLC
CFA®
Portsmouth, VA
JYE Wealth Advisors, LLC
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