Zachery Rearrick has been an investment adviser representative at The Legacy Financial Group since May 2023, and is not listed among the firm’s executive officers or direct owners.
The Legacy Financial Group, Inc. is a Tulsa, OK firm with $591M under management, 317 clients and 5 advisers across 3 offices, as of its September 2026 filing.
- – present · 3 yearsTulsa, OK · Adviser representative · Firm CRD 135059
Investment adviser representative registrations
Zachery Rearrick is registered as an investment adviser representative in 2 states. The first approvals date from May 2023; the most recent is Texas, in January 2025.
- OklahomaSince 4 May 2023
- TexasSince 3 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 May 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Zachery Paul Rearrick
- CRD
- 7712830
- Firm
- The Legacy Financial Group · CRD 135059
- Office
- 1425 E. 41ST PLACE, SUITE 100, Tulsa, OK 74105
- Registration
- Investment adviser registration
- In the industry since
- May 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Zachery Rearrick work?
Zachery Rearrick is an investment adviser representative registered through The Legacy Financial Group, Inc. since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Zachery Rearrick a financial advisor?
Yes. Zachery Rearrick has a current investment-adviser registration in Oklahoma and Texas, through The Legacy Financial Group since May 2023.
How many years of experience does Zachery Rearrick have?
Zachery Rearrick has 3 years in the financial industry, since May 2023, across 1 adviser firm.
What exams has Zachery Rearrick passed?
Zachery Rearrick passed the Series 65 in May 2023.
Where is Zachery Rearrick based?
Zachery Rearrick’s registered office is in Tulsa, OK.
Is Zachery Rearrick registered with FINRA?
No. Zachery Rearrick has no current broker registration.
How can I verify Zachery Rearrick’s record?
Search CRD 7712830 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachery Rearrick’s full registration record.
Kevin KingPresident and Shareholder- Gery SadzewiczChief Compliance Officer