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Christopher Robert Mccrea

Investment adviser representative at Legacy Financial Independent Advisors LLC
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$484MFirm assets

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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

16 years in the industry.

  1. Legacy Financial Independent Advisors LLCJan 2023 to now
  2. First Kentucky Securities CorpJul 2010 to Jan 2023

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 2 states (KY, TX).

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
5830477
Firm CRD
324258
Advisor's SEC record (opens in a new tab)
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