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Featured Business Financial Advisor in Longwood, FL
Longwood Financial Advisors
Legacy Financial Advisors
1855 W State Rd 434, Suite 272
Longwood, FL 32750
(407) 998-5211
“Our Values Are At The Heart of Everything We Do”
Advisor Profile
Til Sowdon
Name:  Til Sowdon
Phone Number:  (407) 998-5211
Website:  Visit Website
Disclosure Link:
Securities offered through T...
Disclaimer
Securities offered through The O.N. Equity Sales Company, Member FINRA / SIPC, One Financial Way, Cincinnati, OH 45242 (513)794-6794. Investment Advisory Services offered through O.N. Investment Management Company. Personal Wealth Index is a third party platform and not affiliated with Legacy Financial Advisors, The O.N. Equity Sales Company, or O.N. Investment Management Company in any way.

About Legacy Financial Advisors

We are dedicated to providing the best information and guidance
for your retirement and financial future. We will always explain
the pros and cons of everything because we believe in an
unbiased,transparent approach to help you make smart
decisions. We focus entirely on your wants and needs, giving you
complete attention and treat you with respect. Below, you can
read about some of our life experiences. We feel like a family
here, and hope that you will feel the same when we meet!
 

General Information

CRD#:    2654974
Firm CRD#:    2936
SEC File#:    8-14161
Insurance License#:    A250014
States Licensed in:    FL,VA
States Willing to do Business in:   
Years of Experience in Financial Services:    30
Number of Years with Current Firm:    19
Work Experience:    I began my career in the Financial Services
industry in 1986 with a major insurance company.
In 1998 I began an independent planning firm
called Metro Planning, Inc. In 2001,our name was
changed to Legacy Financial Advisors and we
began our fee based investment and financial
planning.
I work with the following types of clients:    Individual Investors, Investment Clubs, Businesses
 

Services

Investment Types:    Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Life Underwriter Training Council Fellow (LUTCF), Chartered Life Underwriter (CLU®), Retirement Income Certified Professional (RICP®)
Securities Licenses:    Series 65, Series 6, Series 63
Insurance and Annuity Licenses:    Health, Annuity, Disability, Life, Long Term Care
Financial Organization Memberships:    Past President and Director Central Florida SFSP, Society of Financial Services Professionals
Non-Financial Organization Memberships:    Central Florida Offshore Anglers
 

Firm Information

Advisor's Number of Clients:    >300
Advisor's Number of Managed Clients:    <100
Advisor's Number of Planning Clients:    <100
 

Compliance

Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Commissions, Flat Fee, Based on Assets
Fee % Based on Assets:    .5 to 1.0
Additional Details on Charges:    $1,500 Flat Fee for Written Financial Plan. This
fee is waived for a client meeting our minimum
investment of $100,000 with our firm.
 
 
 
Prepared By: Til Sowdon

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