Paladin Research Report For:

Michael Evans

Legacy Group

CFP®CSA®
909 E Southeast Loop 323, Ste 210
Tyler, TX 75701
903-534-4900

About Michael Evans

See Disclosures

General Information

Firm Start Year
  • 1924
CRD#
  • 1014182
Firm CRD#
  • 134797
Insurance License#
  • 709186
Name of Custodial Firm
  • Schwab Institutional, Pershing,
Years of Experience in Financial Services
  • 41
Work with the following types of clients
  • Individual Investors
Advisory Services Provided
  • 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, CSA®

Firm Information

Assets Managed by Advisor
  • $50,000,000

Compensation and Fees

Compensation Methods
  • Based on Assets, Commissions, Hourly

Education

Bachelor of Science - Business Management -

La Salle University
-

CFP Professional Education Program -

College for Financial Planning
-

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1886620/paladinregistry-Legacy-Group-detailed-disclosure.html