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Robert Clayton Scroggins

Legacy Financial Advisors, Inc.

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About Robert Clayton Scroggins

Robert Clayton Scroggins is a financial advisor in Cincinnati, Ohio. Robert has been a registered representative since 2006. Robert is a registered representative of Legacy Financial Advisors, Inc. and has been with the firm since 2011. Previously, Robert was a registered representative of Triad Advisors LLC and NFP Securities, Inc. Robert offers a variety of financial services, including portfolio management, financial planning, and selection of other advisors.

Firm Information

Robert Scroggins is currently registered with Legacy Financial Advisors, Inc.. Legacy Financial Advisors, Inc. is an investment advisor headquartered in Covington, KY. The firm manages approximately $1.13 billion in assets for a variety of clients, including individuals, high-net-worth individuals, charitable organizations, pension plans, and corporations. The firm offers a range of services, including financial planning, portfolio management, and selection of other advisors.
Legacy Financial Advisors, Inc.

117 EAST FOURTH STREET

COVINGTON, KY 41011

$1.13B

Assets Under Management

Not reported

Total Clients

11

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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Robert Scroggins’s Registration & Firm History

OH

09/01/2011 - Present

Legacy Financial Advisors, Inc. (CINCINNATI OH)

GA

09/22/2011 - 03/16/2022

TRIAD ADVISORS LLC (ATLANTA GA)

OH

01/01/2006 - 09/20/2011

NFP SECURITIES, INC. (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 02/14/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Clayton Scroggins.
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