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portrait of Charles H Legg II
FINANCIAL ADVISOR

Charles H Legg II

CFP®
107 Fairfield Dr Suite 30, Hattiesburg, MS 39402opens in a new window
CallSend Me a Message

About Charles

Thank you for taking the time to learn more about how I can help you reach your financial goals. I have been serving individual investors in the Hattiesburg area and beyond since 2007. I am originally from Laurel, MS. I married my high school sweetheart and we have three amazing kids.

I enjoy working with clients that can clearly define their goals. I want to understand what is important to my clients and to partner with them throughout their lives. Over the years, I have found that the key to a successful relationship between a financial advisor and a client...

Focus Areas

  • Retirement Income Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Wealth Strategies

Work History

  • Edward JonesMay 2007 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • U of Southern Miss-HattiesburgBachelor of Science

Team Members

  • Rennette Shelton
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(601) 271-7904

Fax

(866) 705-9533

Office Address

107 Fairfield Dr Suite 30
Hattiesburg, MS 39402opens in a new window

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