Sheree Long Bollinger
Investment adviser representative at Legacy Financial Independent Advisors LLC
21 yearsExperience
1 stateRegistered in
$484MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Legacy Financial Independent Advisors LLCJan 2023 to now
- First Kentucky Securities Corp.Aug 2005 to Jan 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (KY).
Legacy Financial Independent Advisors LLC
$484MAssets managed
749Clients
6Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1437851
- Firm CRD
- 324258