Todd Iglehart has been Managing Member and Chief Compliance Officer of Family Legacy Financial Solutions since May 2021, is a control person of the firm and directly owns between 50% and 75% of it.
Family Legacy Financial Solutions, LLC is a Cary, NC firm with $175M under management, 315 clients and 5 advisers in one office, as of its March 2026 filing.
Todd Iglehart is Managing Partner and Financial Advisor of Family Legacy Financial Solutions, LLC, based in Cary, North Carolina. He is the firm's co-founder, Investment Manager and Chief Compliance Officer.
Todd Iglehart’s longest registration is the current one, 5 years at Family Legacy Financial Solutions since 2021. Before joining Family Legacy Financial Solutions in 2021, Todd Iglehart was registered through Cambridge Investment Research Advisors, Inc.
- – present · 5 yearsCary, NC · Adviser representative · Firm CRD 314351
- Cambridge Investment Research Advisors, Inc.– · 4 yearsCary, NC · Adviser representative · Firm CRD 134139
Investment adviser representative registrations
Todd Iglehart is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2021; the most recent is Texas, in July 2021.
- North CarolinaSince 18 May 2021
- TexasResidentSince 2 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 11 February 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 24 September 2016 |
| Series 66 | Uniform Combined State Law Examination | 1 August 2016 |
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Todd Russell Iglehart
- CRD
- 6645163
- Firm
- Family Legacy Financial Solutions · CRD 314351
- Role
- Managing Member and Chief Compliance Officer
- Office
- 6501 WESTON PKWY, SUITE #300, Cary, NC 27513
- Registration
- Investment adviser registration
- In the industry since
- September 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- familylegacync.com
Where does Todd Iglehart work?
Todd Iglehart has been Managing Member and Chief Compliance Officer of Family Legacy Financial Solutions, LLC since May 2021, and is a control person of the firm.
Is Todd Iglehart a financial advisor?
Yes. Todd Iglehart has a current investment-adviser registration in North Carolina and Texas, through Family Legacy Financial Solutions since May 2021.
How many years of experience does Todd Iglehart have?
Todd Iglehart has 10 years in the financial industry, since September 2016, across 2 adviser firms.
What exams has Todd Iglehart passed?
Todd Iglehart has passed 3 licensing exams: the Series 66, Series 7 and Series 24. The earliest, the Series 66, was passed in August 2016. FINRA credited Todd Iglehart with the SIE, which began in October 2018.
Where did Todd Iglehart work before Family Legacy Financial Solutions?
Before Family Legacy Financial Solutions, Todd Iglehart was registered through Cambridge Investment Research Advisors, Inc., February 2017 to May 2021.
Where is Todd Iglehart based?
Todd Iglehart’s registered office is in Cary, NC.
Is Todd Iglehart registered with FINRA?
No. Todd Iglehart has no current broker registration.
How can I verify Todd Iglehart’s record?
Search CRD 6645163 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Todd Iglehart’s full registration record.