Broker Check
Adam Legate

Adam Legate

Wealth Manager, Partner

Adam Legate is originally from Western Kentucky and is a Graduate of Webster County High School and the University of Kentucky. While attending UK he earned a Business Degree in Economics.

Adam began his career in the financial planning industry in the fall of 1998 with Prudential Financial in Lexington, KY. In the spring of 1999 he moved to American Express Financial Advisors (AEFA), and completed training designed to provide advice regarding wealth management, retirement planning, and asset protection.

In March of 2000, he joined VFG Wealth Management, a private investment planning firm that provides financial solutions to individuals and business owners concerning wealth management, retirement income strategies, and asset preservation. He and his wife Jamie, and their sons Griffin and Greer live in Lexington.

Adam is certified as a Securities Representative, with Series 24, 53, 7, 63 and 66 licenses through LPL Financial, as well as Kentucky Life and Health Insurance designations. Adam is licensed to sell sell securities in AL, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, KS, KY, MI, MO, NH, NC, NY, OH, OK, PA, SC, TN, TX, VA, WA, WY.