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BS

Braiden Simpson

LEGACY FOLIOS
Mckinney, TX 75069
Some features on this profile are disabled
CRD#: 7607493
BS

Professional summary

Braiden Simpson is a registered financial advisor currently at LEGACY FOLIOS located in Mckinney, Texas.

Braiden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Braiden has worked at 3 firms and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Braiden Simpson'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

March 12, 2026 - Present

LEGACY FOLIOS

Office #1: 208 S Johnson Street, Mckinney, TX 75069
RIA
CRD#: 323319
Mckinney, TX
Past

October 28, 2025 - February 26, 2026

CSENGE ADVISORY GROUP, LLC

RIA
CRD#: 131167
Dallas, TX
Past

August 1, 2022 - July 22, 2025

PEAK AMERICAN INVESTMENT ADVISORS, INC.

RIA
CRD#: 145056
PLANO, 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
(3/12/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/22/2022
Uniform Investment Adviser Law Examination

Current Firm

LF
LEGACY FOLIOS
LEGACY FOLIOS | LEGACY FOLIOS LLC

CRD#: 323319 / SEC#:

Texas
Registered Investment Advisory firm - (9/21/2022 Approved)
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Contact information

Main Address
Mckinney, TX
Mailing Address
Phone number
(888) 985-6905
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts123
AUM (Assets Under Management)$ 69,979,594

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

LEGACY FOLIOS

CRD#: 323319Mckinney, TX 75069

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