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Alaric S
Series 65
Charlotte, NC
The Financial Legacy Group
Alaric Spencer is a financial advisor at The Financial Legacy Group in Charlotte, NC. He holds a Series 65 designation and has been with the firm since 2023. His prior experience includes roles in mortgage lending and asset management. The Financial Legacy Group provides investment advisory, financial planning, and consulting services to individuals, pooled investment vehicles, charitable organizations, and businesses. The firm offers discretionary portfolio management primarily through a wrap fee program and utilizes a range of investment vehicles including ETFs, mutual funds, stocks, and options.
Steven A
Series 63, Series 66
Charlotte, NC
The Financial Legacy Group
Steven Abels is a financial advisor with The Financial Legacy Group in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Innovation Partners LLC and Fortune Financial Services, Inc., among other firms. Abels is also a licensed life insurance sales agent. The Financial Legacy Group provides investment advisory, financial planning, and consulting services to individuals, pooled investment vehicles, charitable organizations, and businesses. The firm manages discretionary wrap fee portfolios primarily using exchange-traded funds, mutual funds, individual stocks, and options, and offers specialist consulting on private placements, private equity, real estate entities, and business transactions.
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