TI
Todd R. Iglehart
FAMILY LEGACY FINANCIAL SOLUTIONS
CARY, NC 27513
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CRD#: 6645163
TI
Professional summary
Todd Russell Iglehart is a registered financial advisor currently at FAMILY LEGACY FINANCIAL SOLUTIONS, LLC located in Cary, North Carolina.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Todd has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1. FAMILY LEGACY FINANCIAL SOLUTIONS, 1000 CENTREGREEN WAY STE 190, CARY, NC, 3/31/2016 AS INDEPENDENT INSURANCE AGENT SELLING/SERVICING HEALTH & LIFE PRODUCTS THROUGH VARIOUS INDEPENDENT INSURANCE COMPANIES. 2/MO-0/TRADING. 2. FAMILY LEGACY FINANCIAL SOLUTIONS, 1000 CENTRE GREEN WAY, STE 190, CARY, NC, MANAGING MEMBER, LLC, 02/01/16, INV REL - 30 HR/WK - 10/TRADING. 3. FAMILY LEGACY TAX SOLUTIONS, LLC, 1000 CENTRE GREEN WAY, STE 190, CARY, NC, CPA/ENROLLED AGE/TAX PREP, CFO, 03/02/21, NIR, 5 HR/MO-0/TRADING HR.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Russell Iglehart'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®
NoneExperience
Current
May 18, 2021 - Present
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
Office #1: 6501 Weston Pkwy Suite #300, Cary, NC 27513RIA
CRD#: 314351
CARY, NC
Past
February 22, 2017 - May 18, 2021
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Cary, NC
Past
September 24, 2016 - May 18, 2021
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
Cary, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FL
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
CRD#: 314351 / SEC#: 801-132388
RIA
Registered Investment Advisory firm - (4/11/2025 Approved)North Carolina
Registered Investment Advisory firm - (4/24/2025 Terminated)Texas
Registered Investment Advisory firm - (6/28/2021 Conditional Restricted)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
North Carolina(5/18/2021)
IAR
Texas(7/2/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
FL
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
CRD#: 314351 / SEC#: 801-132388
RIA
Registered Investment Advisory firm - (4/11/2025 Approved)North Carolina
Registered Investment Advisory firm - (4/24/2025 Terminated)Texas
Registered Investment Advisory firm - (6/28/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6501 Weston Pkwy Suite #300, Cary, NC 27513
Mailing Address
Phone number
(919) 379-9000
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 756 |
| AUM (Assets Under Management) | $ 140,000,000 |
Red Flags
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Company Information
FAMILY LEGACY FINANCIAL SOLUTIONS, LLC
CRD#: 314351Cary, NC 27513TRUST BUT VERIFY
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