Advisor at Legacy Partner Group
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Firm
Legacy Partner Group
Location
Duluth, GA 30097
Credentials
ChFC®, Series 63, Series 66
Industry experience
24 years
James Dowdy is a financial advisor with Legacy Partner Group in Duluth, GA. He holds the ChFC® designation and Series 63 and 66 licenses, with 24 years of industry experience. His prior work includes roles at Avantax Insurance Agency, Avantax Advisory Services, Avantax Investment Services, and Cetera. Legacy Partner Group is an investment manager offering fee-based, discretionary portfolio management and custom investment services to individuals, trusts, estates, charitable organizations, corporations, and other entities. The firm employs a tactical allocation strategy using fundamental and cyclical analysis across a broad range of securities.
$0 - $100,000: 1.10% $100,001 - $500,000: 1.00% on next $400,000 $500,001 - $1,000,000: 0.90% on next $500,000 $1,000,001 - $3,000,000: 0.80% on next $1,000,000 $3,000,001 - $5,000,000: 0.70% on next $2,000,000 $5,000,001+: 0.45% on assets over $5,000,000
Fee-only: Annual management fees based on blended tiered schedule; fees payable quarterly in advance; no commissions or performance-based fees.
2170 Satellite Boulevard, Suite 175
Duluth, GA 30097
Georgia
Cetera
2025 - 2025 (1 year)
Cetera Wealth Services, LLC
2025 - 2025 (1 year)
Legacy Partner Group
2025 - Present (1 year)
Avantax Insurance Agency, Llc
2015 - 2025 (10 years)
Avantax Advisory services
2015 - 2025 (10 years)
Avantax Investment Services, INC.
2014 - 2025 (11 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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 65
Duluth, GA
Stanhouse Financial Planning and Management, LLC
CFP®, ChFC®, Series 63
Atlanta, GA
McWilliams Financial Advisory Group LLC
CFP®, Series 63, Series 65
Lilburn, GA
Fordham Financial Services, Inc.
CFP®, Series 63
Alpharetta, GA
Cwpim
Series 65
Johns Creek, GA
Kuber Capital Management, LLC
Series 65
Alpharetta, GA
E.A. Hendrich Financial Planning, LLC
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