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John S
Series 63, Series 66
Glenview, IL
Legacy Financial Advisors, Inc.
John Smith IV is a financial advisor at Legacy Financial Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Arbor Financial Services, LLC and Alpha Cubed Investments, LLC. Since 2006, he has also served as Chief Investment Officer and Partner at Edge Financial Advisors, LLC, focusing on investment management and client services. Legacy Financial Advisors is a multi-advisor team managing approximately $1.5 billion in client assets for individuals, families, businesses, and charitable organizations. The firm provides financial planning and discretionary portfolio management with an investment approach centered on diversification and asset allocation across traditional and alternative investments.
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