Updated:
Legacy Resources NC
Legacy Resources is a concierge service tailored by realtors for realtors, offering excellence in real estate services. Born from the expertise of seasoned...
Legacy Resources NC
Legacy Resources is a concierge service tailored by realtors for realtors, offering excellence in real estate services. Born from the expertise of seasoned realtors, it provides comprehensive support and solutions that empower realtors, including personalized client assistance and streamlined transaction management. It has curated a suite of services for the diverse needs of realtors and their clients.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Charlotte Mayer
Director of Legacy Resources
Cheri Kleber
Director of Property Management
Ashley Bond
Assistant Property Manager
Steve Cooper
Director of Mortgage
Derek Taylor
Director of Insurance
Laura Martin
Director of Title
Jake Hartner
Director of Ancillary Services
Kate Joseph
Director of Staging
Jared Caldwell
Director of Videography
Sector focus
Frequently asked questions
Who runs investment decisions at Legacy Resources NC?
Legacy Resources NC does not publicly name its principals or investment committee members. The office is structured as a private vehicle for a single North Carolina-based family, and governance details are not available in public filings, professional networks, or commercial registries.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: