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Marc Ray Derouen

Legacy Investment Strategies, LLC

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About Marc Ray Derouen

Marc Ray Derouen is a registered investment advisor with Legacy Investment Strategies, LLC. Marc has been in the financial services industry for over 20 years. His experience includes investment advisory and financial planning services. Marc is also a Certified Public Accountant, and owns and operates a separate accounting firm, Derouen & Wells, CPA. Marc has held previous positions at Crown Capital Securities, L.P. and Mutual Service Corporation. Marc is a graduate of Louisiana State University and holds a Series 63, Series 65 and SIE license.

Firm Information

Marc Derouen is currently registered with Legacy Investment Strategies, LLC. Legacy Investment Strategies, LLC is an investment advisor with 9 investment advisory professionals, registered in the state of Florida. The firm manages $78.63 million in assets for 345 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. The firm offers portfolio management for individuals and selection of other advisers.

$78.63M

Assets Under Management

Not reported

Total Clients

7

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Marc Derouen’s Registration & Firm History

LA

01/24/2012 - Present

Legacy Investment Strategies, LLC (BATON ROUGE LA)

LA

03/30/2000 - 05/06/2024

CROWN CAPITAL SECURITIES, L.P. (BATON ROUGE LA)

MA

02/04/2000 - 03/31/2000

MUTUAL SERVICE CORPORATION (BOSTON MA)

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Licenses & Designations

IA

Issued 01/05/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/17/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marc Ray Derouen.
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