Advisor at Legacy Wealth Advisors, Inc.
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 Wealth Advisors, Inc.
Location
Waxahachie, TX 75165
Credentials
Series 65
Industry experience
6 years
Christopher Tucker is a financial advisor at Legacy Wealth Advisors, Inc. in Waxahachie, TX, holding a Series 65 designation with six years of industry experience. He has been with Legacy Wealth Advisors since 2013. Outside of his advisory role, he owns and operates a seasonal Christmas light installation business. Legacy Wealth Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, providing comprehensive and modular financial plans, consultations, and discretionary asset management. The firm uses fundamental long-term and technical analysis to implement strategies tailored to client objectives.
Based on Legacy Wealth Advisors, Inc.
$0 - $500,000: 1.75% annually (0.4375% quarterly) $500,001 - $750,000: 1.50% annually (0.3750% quarterly) $750,001 - $1,000,000: 1.25% annually (0.3125% quarterly) $1,000,001 - $10,000,000: 1.00% annually (0.2500% quarterly) $10,000,001+: 0.50% annually (0.1250% quarterly)
Up to $250 per hour for financial planning and consultation services, negotiable
Fee-only: Financial planning and consultation services charged at up to $250/hour, negotiable
408 Water Street
Waxahachie, TX 75165
Texas
Legacy Wealth Advisors, Inc.
2016 - Present (10 years)
Legacy Wealth Advisors, Inc.
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Waxahachie, TX
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CFP®, Series 63, Series 65
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Series 65
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Bolgiano Capital Management
Series 63, Series 66
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Impactful Wealth Solutions
PFS™, Series 63
Waxahachie, TX
Legacy Wealth Advisors, Inc.
Series 65, Series 66
Waxahachie, TX
Worth Asset Management
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