Robert Clayton Scroggins
Investment adviser representative at Legacy Financial Advisors, Inc.
24 yearsExperience
1 stateRegistered in
$1.5BFirm assets
15 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Legacy Financial Advisors, Inc.Jun 2006 to now
- Scroggins Grear, Inc.Oct 1997 to now
- Triad AdvisorsAug 2011 to Dec 2021
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (OH).
Legacy Financial Advisors, Inc.
$1.5BAssets managed
1,065Clients
13Advisers
15 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
- 4929045
- Firm CRD
- 158675