BBB Accredited Business Profile

Legacy Planning, LLC

Legacy Planning, LLC

(256) 536-7320

Legacy Planning, LLC

33 years in business
2707 Artie St SW Ste 12 Bldg 200
Huntsville, AL 35805-4769
Additional Phone Numbers
  • (256) 536-7448
Additional Email Addresses
  • ken@legacyplanninghsv.com
BBB File Opened: 09/01/1993
Business Started: 08/01/1983
Business Started Locally: 08/01/1987
Business Incorporated: 01/03/1989 in AL
Type of Entity
Corporation
Contact Information
  • Principal: Mr. Alan Simonis, Jr., Financial Consultant
  • Mr. Ken Askew, CFP
  • Mr. Gary Ely, CFP
Products & Services
The company offers financial products & planning services.
Alternate Business Names
  • Proequities, Inc.
  • First Protective Financial Group, Inc.
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
  • BBB records show a license number of 0005289 for this business, issued by State Department Of Insurance. The expiration date of this license is 6/30/2018 12:00:00 AM.

    State Department Of Insurance
    135 South Union Street, Montgomery, AL 36130
    http://www.aldoi.gov
    Phone Number:  (800) 4333966
    Fax Number:   (334) 2414192

  • BBB records show a license number of CRD#2403327 for this business, issued by Alabama Securities Commission. The expiration date of this license is 12/31/2017 12:00:00 AM.

    Alabama Securities Commission
    770 Washington Street, Ste. 570, Montgomery, AL 36130
    http://asc.state.al.us
    Phone Number:  (800) 2221253
    Fax Number:   (334) 3534690
    asc@asc.alabama.gov

  • BBB records show a license number of CRD#2066209 for this business, issued by Alabama Securities Commission. The expiration date of this license is 12/31/2017 12:00:00 AM.

    Alabama Securities Commission
    770 Washington Street, Ste. 570, Montgomery, AL 36130
    http://asc.state.al.us
    Phone Number:  (800) 2221253
    Fax Number:   (334) 3534690
    asc@asc.alabama.gov

  • BBB records show a license number of CRD#3195685 for this business, issued by Alabama Securities Commission. The expiration date of this license is 12/31/2017 12:00:00 AM.

    Alabama Securities Commission
    770 Washington Street, Ste. 570, Montgomery, AL 36130
    http://asc.state.al.us
    Phone Number:  (800) 2221253
    Fax Number:   (334) 3534690
    asc@asc.alabama.gov

  • BBB records show a license number of 0056088 for this business, issued by State Department Of Insurance. The expiration date of this license is 10/31/2017 12:00:00 AM.

    State Department Of Insurance
    135 South Union Street, Montgomery, AL 36130
    http://www.aldoi.gov
    Phone Number:  (800) 4333966
    Fax Number:   (334) 2414192

Number of Employees: 
5
BBB accredited business

A+

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Legacy Planning, LLC

Legacy Planning, LLC

BBB ACCREDITED SINCE 10/17/2007

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