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John Daniel Landrum

Legacy Wealth Advisors, Inc.

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About John Daniel Landrum

John Daniel Landrum is a financial advisor with Legacy Wealth Advisors, Inc.. John is a registered representative with Series 7, Series 6 and Series 63 licenses. John is a Personal Financial Specialist and provides insurance services through HD Vest Insurance Agency. John has been in the financial industry since 1993 and has experience in portfolio management for individuals and businesses, as well as financial planning. John is also a registered investment advisor representative in Texas.

Firm Information

John Landrum is currently registered with Legacy Wealth Advisors, Inc.. Legacy Wealth Advisors, Inc. is an investment advisor registered with the SEC that provides financial planning and portfolio management services to individuals and businesses. The firm manages approximately $44.61 million in assets for 299 clients.

$44.61M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Landrum’s Registration & Firm History

TX

11/16/2021 - Present

Legacy Wealth Advisors, Inc. (WAXAHACHIE TX)

TX

12/16/1993 - 08/25/2008

H.D. VEST INVESTMENT SERVICES (WAXAHACHIE TX)

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Licenses & Designations

BC

Issued 12/09/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/28/2004

Series 7 - General Securities Representative Examination

BC

Issued 12/15/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Daniel Landrum.
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