John D. Landrum

LEGACY WEALTH ADVISORS

Waxahachie, TX 75167

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CRD#: 2424615

Professional summary

John Daniel Landrum JR, who also goes by John Daniel Landrum, is a registered financial advisor currently at LEGACY WEALTH ADVISORS, INC. located in Waxahachie, Texas.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. John has worked at 3 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Daniel Landrum

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INSURANCE SERVICES PROVIDED THROUGH HD VEST INSURANCE AGENCY, NON-INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Daniel Landrum JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 16, 2021 - Present

LEGACY WEALTH ADVISORS, INC.

Office #1: 2001 Bates Dr. Suite 250, Waxahachie, TX 75167

RIA

CRD#: 114868

Waxahachie, TX

Past

October 29, 2008 - December 31, 2018

LEGACY WEALTH ADVISORS, INC.

RIA

CRD#: 114868

WAXAHACHIE, TX

Past

July 8, 1996 - November 3, 2008

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

WAXAHACHIE, TX

Past

December 16, 1993 - August 25, 2008

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

WAXAHACHIE, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/16/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/9/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/28/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/15/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LEGACY WEALTH ADVISORS, INC.

CRD#: 114868 / SEC#:

Texas

Registered Investment Advisory firm - (2/22/2021 Approved)

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Contact information

Main Address

2001 Bates Dr. Suite 250, Waxahachie, TX 75167

Mailing Address

Phone number

(972) 268-9385

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	299
AUM (Assets Under Management)	$ 44,608,999

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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John D. Landrum

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Daniel Landrum JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACY WEALTH ADVISORS, INC.

LEGACY WEALTH ADVISORS, INC.

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/9/1993

Series 7

Date: 12/28/2004

Series 6

Date: 12/15/1993

Current Firm

LEGACY WEALTH ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEGACY WEALTH ADVISORS, INC.

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