James Killingsworth
James Killingsworth is a CFP-designated registered investment advisor at The Legacy Financial Group, INC., based in Tulsa, OK, with 12 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 309 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
If a client portfolio reaches $1 million in assets, the account may move to a full-service model with tiered fees.
Fee Estimator
Location
1425 E. 41st Place, Suite 100, Tulsa, OK, 74105
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is licensed to provide life and health insurance. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
The Legacy Financial Group, INC.
Previous Registrations
FsicBroker
The Ayco Company,l.p.
Mercer Allied Company, L.P.Broker
Nylife Securities LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.