Pillars of Support

We have established our service relationships to the have flexibility to replace any piece of the puzzle without disrupting the plan toward your goals. Whether you or our team find it necessary to change the investments, the broker/dealer or registered investment advisor, or the custodian, your plan remains intact. These distinct roles provide an extra layer of accountability and insulation than those firms who concentrate these roles.

Legacy Advantage

6-step consulting process
Comprehensive Advantage Plan and Roadmap
Personal Online Portal and Vault
Specialized programs
Personal advocacy with a team approach

Legacy Capital Planners, LLC

Investment Choices

One of the largest independent broker-dealers and registered investment advisors in the country
Broker Dealer of the Year' award winner more than a dozen times*
Comprehensive suite of investments choices
Independent advisor support and oversight

Cambridge Investment Research, Inc.
Cambridge Investment Research Advisors, Inc.

Asset Custody

Some of the world's largest provides of brokerage services to independent advisors
Third-party, independent firms unaffiliated with Cambridge or Legacy
Member of SIPC (Securities in your account protected up to $500,000. For details, please see www.sipc.org)

Several Available
(i.e. Pershing, NFS, AssetMark, etc)

*Investment Advisor magazine, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. A broker-dealer become eligible for this honor only after a minimum of 10% of its producing rep-advisors cast valid ballots. The ballots rate the broker-dealer in 15 different categories defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. Visit advisorone.com.