Legacy Financial Advisors, LLC

Company Summary

Legacy Financial Advisors, LLC at 1624 Frederica Rd STE 4, Saint Simons Island, Ga 31522 lists Wesley R Joiner of Saint Simons Island, GA.

Registered In
Georgia
Incorporation Date
Registration Type
Domestic
Company Type
Domestic Limited Liability Company
Status
Active/Compliance
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Wesley R Joiner Registered Agent
1164 PEACHTREE ST, SAINT SIMONS ISLAND, GA 31522
1624 FREDERICA RD STE 4, SAINT SIMONS ISLAND, GA 31522 View Map

Financial Information for Legacy Financial Advisors, LLC

Form 5500

LEGACY FINANCIAL ADVISORS, LLC

110 Enclave Lane, St. Simons Island, Ga 31522 (912) 634-8338 EIN:27-1629064 Plan Admin:William R. Joiner
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2020 Plan NameLEGACY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,770,956 / $1,807,429 2020 LEGACY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN - Plan #002 2 / 2 $1,770,956 / $1,807,429
2019 Plan NameLEGACY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,516,264 / $1,770,956 2019 LEGACY FINANCIAL ADVISORS, LLC DEFINED BENEFIT PLAN - Plan #002 2 / 2 $1,516,264 / $1,770,956
Benefit & Retirement Plans based on Form 5500.
Address Match:1624 Frederica Rd Ste 4 Saint Simons Island, GA
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Person/City Match:Wesley R Joiner - Saint Simons Island, GA
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Related Business Names:
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Legacy Financial Advisors, LLC Registered in California
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Legacy Financial Advisors II, LLC Registered in Georgia
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Legacy Financial Advisors Group LLC Registered in Washington
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Defining Legacy Financial Advisors LLC Registered in North Carolina
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Legacy Financial Advisors, LLC Registered in Mississippi
Hattiesburg, MS View Report
Legacy Financial Advisors, LLC Registered in Kansas
Olathe, KS Overland Park, KS View Report
Legacy Financial Advisors, LLC Registered in Oklahoma
Oklahoma City, OK View Report
Legacy Financial Advisors, LLC Registered in Oregon
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American Legacy Financial Advisors LLC Registered in California
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Address Match:1624 Frederica Rd Saint Simons Island, GA
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The following government agencies have contributed data:

Georgia Corporations Division U.S. Department of Labor
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