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RIA · CRD 123144State-Registered Investment Adviser

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...

Overview

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

Real EstateEnergy Transition & Renewables

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.

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