Robert Black has been Manager/Founding Member of Legacy Planning Advisors since May 2022, is not listed as a control person, but directly owns between 10% and 25% of the firm. Robert Black holds a Bachelor of Science in Engineering from Georgia Institute of Technology.
Legacy Planning Advisors, LLC is a Suwanee, GA firm with $234M under management, 265 clients and 8 advisers in one office, as of its February 2026 filing.
Jerry Black is Wealth Advisor and Founding Member of Legacy Planning Advisors, based in Suwanee, Georgia. Black founded Legacy Planning Advisors in 1990. Black graduated from Georgia Tech in 1978 and, before founding the firm, was employed in the design build construction industry for 12 years. Black has been Board Chairman of The Jackson Institute and still serves on the board.
Robert Black’s longest registration was 19 years at Legacy Planning Advisors, LLC (2004–2023). Before joining Legacy Planning Advisors in 2024, Robert Black was registered through Yeomans & Black Consulting, Inc.
- – present · 1 yearSuwanee, GA · Adviser representative · Firm CRD 121289
- Yeomans & Black Consulting, Inc.– · under a yearMarietta, GA · Adviser representative · Firm CRD 125573
Professional designations
Listed by Legacy Planning Advisors
- Certified Kingdom Advisor, CKA®
Investment adviser representative registrations
Robert Black is registered as an investment adviser representative in 3 states, as a resident of Texas. Each was approved in December 2024.
- GeorgiaSince 26 December 2024
- South CarolinaSince 26 December 2024
- TexasResidentSince 26 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 30 August 1995 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 6 October 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 September 1992 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 September 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Gerald Black
- CRD
- 2259459
- Firm
- Legacy Planning Advisors · CRD 121289
- Role
- Manager/Founding Member
- Office
- 5400 LAUREL SPRINGS PARKWAY, SUITE 101, Suwanee, GA 30024
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 1992
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- legacyplanningadvisors.com
Where does Robert Black work?
Robert Black has been Manager/Founding Member of Legacy Planning Advisors, LLC since May 2022.
Is Robert Black a financial advisor?
Yes. Robert Black has a current investment-adviser registration in Georgia, South Carolina and Texas, through Legacy Planning Advisors since December 2024.
How many years of experience does Robert Black have?
Robert Black has 34 years in the financial industry, since October 1992, across 2 adviser firms.
What exams has Robert Black passed?
Robert Black has passed 4 licensing exams: the Series 6, Series 63, Series 26 and Series 65. The earliest, the Series 6, was passed in September 1992. FINRA credited Robert Black with the SIE, which began in October 2018.
Where did Robert Black work before Legacy Planning Advisors?
Before Legacy Planning Advisors, Robert Black was registered through Yeomans & Black Consulting, Inc., May 2003 to May 2004.
Where is Robert Black based?
Robert Black’s registered office is in Suwanee, GA.
Is Robert Black registered with FINRA?
Yes. Robert Black has a current broker registration, under CRD 2259459.
Source: FINRA BrokerCheck
How can I verify Robert Black’s record?
Search CRD 2259459 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Black’s full registration record.
