Company Information

Get to know Legacy Financial Group - An Independent Practice / Raymond James

Legacy Financial Group is an independent financial services firm based in Muncie, Indiana. Operating as a practice affiliated with Raymond James Financial Services, they provide personalized financial planning and wealth management solutions to individuals, families, and business owners. Their stated mission is to help clients achieve their financial goals through a long-term, disciplined approach to investing and planning, covering areas such as retirement planning, investment management, estate planning, and insurance. The firm emphasizes its independence, which allows it to offer objective advice while leveraging the robust resources, technology, and support of Raymond James.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Legacy Financial Group - An Independent Practice / Raymond James

United States

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.