Steven Grist is a registered investment advisor at Legacy 401k Partners, LLC, based in Grapevine, TX, with 17 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 19 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Location
1785 State Hwy 26, Suite 200, Grapevine, TX, 76051
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is involved with East Dallas Investments, LLC, a family-owned LLC focused on purchasing residential rental properties. He spends minimal time on this activity, and all revenue is reinvested into the LLC.
Employment History
Current Registrations
Legacy 401k Partners, LLC
Previous Registrations
Isc Advisors, INC.
Institutional Securities Corporation
AXA Advisors, LLC
State Registrations1 state
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