We know that no two clients are exactly alike. Each is unique and deserves special attention in the creation and delivery of custom financial solutions Legends Financial Services, Inc. creates solutions to work toward meeting each individual client’s specific needs. Yet, behind every solution, you will find the same core principles at work:
Clients come first.
Integrity is irreplaceable.
Quality is our measure of success.
The best financial advice is the result of experience and teamwork.
How we succeed is as important as if we succeed.
Our practice provides sophisticated wealth management for affluent families and retirees who wish to work with an experienced, trusted professional practice or wish to take advantage of services available through LPL Financial.
Typically, our clients:
Are seeking a custom-tailored approach, a trustworthy advisory team, excellent communication, and a comfortable relationship with their financial advisor.
Are very concerned about poor communication from their current advisor, bad advice/poor performance, and lack of a personalized approach.
Are seeking an overall financial strategy for pursuing wealth, seeking to protect and preserve their wealth, and planning for the distribution of their wealth in life and at death in a tax-efficient manner.
Would like a financial advisory team with a wealth of experience and training, and who have access to advanced portfolio management tools.
We utilize an objective, client-centric approach after determining our clients' financial goals, and we specialize in using the latest money management tools and resources to serve our clients. We communicate with our clients regularly to update them and reallocate their investment portfolios as needed based on market conditions.
Robin has been in practice as a Registered Representative/Financial Consultant since 1986, and currently serves as a branch manager with LPL Financial, operating his practice under the name Legends Financial Services.
Through LPL Financial, Robin’s practice includes managing client investment portfolios that may be comprised of individual stocks, corporate and government bonds, tax-free municipal bonds, or mutual funds and annuities. In addition, your investment needs may require advice on retirement plans, IRAs, SEP’s. or college savings plans. Fee-based portfolio management, as well as access to some of the nations top money managers are also a part of the possibilities that are available to you through Robin and LPL Financial.
A graduate of Middle Tennessee State University, Robin is married with two children and is active with a number of civic and charitable organizations in Clarksville.
David has been a financial advisor since 2002. He is currently practicing with LPL Financial, under the name of Legends Financial Services. He previously worked 10 years in the financial services industry as an account executive for FISI-Madison Financial.
David is a graduate of Middle Tennessee State University with a Bachelor of Science degree. He is a graduate of the Certificate of Financial Planning program at Belmont University. In addition, he holds the AAMS designation from the College for Financial Planning.
David currently serves on the Advisory Board for the Better Business Bureau of Clarksville-Montgomery County.
He served as the Chairman of the Clarksville Montgomery County Community Action Agency in 2010 & 2011. He is a 2005 graduate of the Leadership Clarksville program, and is a past president of the Downtown Clarksville Kiwanis Club. He is the past Lieutenant Governor for Division 14 in the KT District of Kiwanis International.