James Bray Killingsworth
Investment adviser representative at The Legacy Financial Group, Inc.
1 yearExperience
2 statesRegistered in
CFP® certificationDesignation
$590.7MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
1 year in the industry.
- The Legacy Financial Group, Inc.May 2017 to now
- Stephen Streeter MooreJan 2017 to Apr 2017
- UnemployedNov 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (OK, TX).
The Legacy Financial Group, Inc.
$590.7MAssets managed
317Clients
8Advisers
21 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
- 6054998
- Firm CRD
- 135059