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John K
CFP®
Little Rock, AR
Financial Legacy Management, NC.
John Kelley is a CFP® with 25 years of industry experience. He has been with Financial Legacy Management, Inc. since 2005 and previously worked at The Arkansas Financial Group, Inc. from 2000 to 2005. In addition to his advisory role, he is involved in payroll services. Financial Legacy Management, Inc. provides personalized financial planning and discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a strategic asset allocation approach using a core-and-satellite structure with passive and active investments, and integrates planning with portfolio management through tailored objectives and regular account reviews.
Alvin R
CFP®, Series 66
Little Rock, AR
Financial Legacy Management, NC.
Alvin Rogers II is a CFP® professional with 23 years of industry experience. He has been with Financial Legacy Management, Inc. since 2006 and worked previously at Financial Decisions, Inc. from 2002 to 2005. Financial Legacy Management, Inc. offers personalized financial planning and discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a strategic asset allocation approach using a core-and-satellite structure with passive and active investments, integrating planning and portfolio management through net worth statements and tailored objectives.
Margaret L
Series 63, Series 65
Little Rock, AR
Financial Legacy Management, NC.
Margaret Logue is a financial advisor at Financial Legacy Management, Inc. in Little Rock, Arkansas, with 28 years of industry experience. She previously worked at LPL Financial, LLC for 18 years and Citigroup Global Markets for 9 years. Logue holds Series 63 and Series 65 designations. Financial Legacy Management, Inc. provides personalized financial planning and discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a strategic asset allocation approach combining passive index and ETF investments with selective active management, along with global diversification and documented investment policies.
Robin S
Series 65
Little Rock, AR
Financial Legacy Management, NC.
Robin Show is a financial advisor at Financial Legacy Management, Inc. in Little Rock, Arkansas, holding a Series 65 designation. Robin has two years of experience with Financial Legacy Management and previously worked for ten years at the Department of Finance and Administration. Financial Legacy Management, Inc. provides personalized financial planning and discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with a core-and-satellite structure, combining passive index and ETF investments with selective active management, and offers various engagement models including ongoing advisory relationships and standalone financial plans.
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