Robert Gerald Black
Investment adviser representative at Legacy Planning Advisors, LLC
30 yearsExperience
3 statesRegistered in
$234MFirm assets
8 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
- Seminars and workshops
Experience
30 years in the industry.
- Legacy Planning Advisors, LLCJan 2018 to now
- The Strategic Financial Alliance, Inc.May 2012 to now
- Legacy Planning Group, IncMay 1996 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 3 states (GA, SC, TX).
Legacy Planning Advisors, LLC
$234MAssets managed
265Clients
5Advisers
8 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
- 2259459
- Firm CRD
- 121289