Christopher McCrea has been Managing Member/Chief Compliance Officer of Legacy Financial Independent Advisors since January 2023, is a control person of the firm and directly owns between 25% and 50% of it. Christopher McCrea holds a Bachelor's degree in business administration from Bellarmine University.
Legacy Financial Independent Advisors LLC is a Louisville, KY firm with $484M under management, 749 clients and 5 advisers in one office, as of its March 2026 filing.
Chris McCrea is Partner of Legacy Financial Independent Advisors. He co-founded and moved to Legacy in January 2023 and develops financial plans and investment strategies for clients. He started his financial career with the McCrea Bollinger Group of First Kentucky Securities as a Financial Advisor in 2010, after working as a loan advisor at First Residential Mortgage.
Christopher McCrea’s longest registration was 12 years at First Kentucky Securities Corp (2010–2023). Before joining Legacy Financial Independent Advisors in 2023, Christopher McCrea was registered through First Kentucky Securities Corp.
- – present · 3 yearsLouisville, KY · Adviser representative · Firm CRD 324258
- First Kentucky Securities Corp– · 12 yearsLouisville, KY · Adviser representative · Firm CRD 7524
Professional designations
Listed by Legacy Financial Independent Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Christopher McCrea is registered as an investment adviser representative in 2 states. The first approvals date from January 2023; the most recent is Texas, in February 2025.
- KentuckySince 23 January 2023
- TexasSince 13 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 November 2010 |
| Series 7 | General Securities Representative Examination | 6 October 2010 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher Robert McCrea
- CRD
- 5830477
- Firm
- Legacy Financial Independent Advisors · CRD 324258
- Role
- Managing Member/Chief Compliance Officer
- Office
- 100 MALLARD CREEK RD, SUITE 402, Louisville, KY 40207
- Registration
- Investment adviser registration
- In the industry since
- October 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- legacyfia.com
Where does Christopher McCrea work?
Christopher McCrea has been Managing Member/Chief Compliance Officer of Legacy Financial Independent Advisors LLC since January 2023, and is a control person of the firm.
Is Christopher McCrea a financial advisor?
Yes. Christopher McCrea has a current investment-adviser registration in Kentucky and Texas, through Legacy Financial Independent Advisors since January 2023.
How many years of experience does Christopher McCrea have?
Christopher McCrea has 16 years in the financial industry, since October 2010, across 2 adviser firms.
What exams has Christopher McCrea passed?
Christopher McCrea has passed 3 licensing exams: the Series 7, Series 66 and Series 99TO. The earliest, the Series 7, was passed in October 2010. FINRA credited Christopher McCrea with the SIE, which began in October 2018.
Where did Christopher McCrea work before Legacy Financial Independent Advisors?
Before Legacy Financial Independent Advisors, Christopher McCrea was registered through First Kentucky Securities Corp, November 2010 to January 2023.
Where is Christopher McCrea based?
Christopher McCrea’s registered office is in Louisville, KY.
Is Christopher McCrea registered with FINRA?
No. Christopher McCrea has no current broker registration.
Is Christopher McCrea a CFP?
Legacy Financial Independent Advisors lists Christopher McCrea with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Christopher R. McCrea, CFP® biography, legacyfia.com
How can I verify Christopher McCrea’s record?
Search CRD 5830477 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher McCrea’s full registration record.
