Lydia Carnett
Lydia Carnett is a CFP-designated registered investment advisor at The Legacy Financial Group, INC., based in Tulsa, OK, with 3 years of industry experience. Lydia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 317 clients with $590M 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% |
Accounts reaching $1 million move to a tiered fee structure unless otherwise directed by the client.
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
Lydia is licensed in life, accident, and health insurance.
Employment History
Current Registrations
The Legacy Financial Group, INC.
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
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.
Exams
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