Carolyn Marie Weeks
Investment adviser representative at Legacy Financial Services Group, Inc.
11 yearsExperience
1 stateRegistered in
$122.8MFirm assets
Under 1 yearFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Metal Arts & Home DecorFeb 2018 to now
- Legacy Financial Services Group, Inc.Jan 2015 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (MI).
Legacy Financial Services Group, Inc.
$122.8MAssets managed
184Clients
2Advisers
Under 1 yearIn 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
- 4699981
- Firm CRD
- 140514