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Financial ADVSR advisor directory · SEC adviser records

Legacy Investment Services, LLC financial advisors in Rancho Cucamonga, CA

Every SEC-registered investment adviser representative at a Legacy Investment Services, LLC office in Rancho Cucamonga, A to Z.

The short answer

5 registered advisors work at Legacy Investment Services, LLC in Rancho Cucamonga, out of 5 at the firm nationwide; it ranks number 8 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Legacy Investment Services, LLC advisors in Rancho Cucamonga, A to Z

Every Legacy Investment Services, LLC advisor →

Legacy Investment Services, LLC advisors in every city and state →Advisor Moves: who changed firms this week →

Other firms in Rancho Cucamonga

All Rancho Cucamonga advisors →

Strategic Advisers LLC 19Cetera Investment Advisers LLC 9LPL Financial LLC 9Transamerica Financial Advisors, LLC 8Edward Jones 7Ameriprise Financial Services, LLC 5J.P. Morgan Securities LLC 5Ae Wealth Management, LLC 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3U.S. Bancorp Advisors, LLC 3

Questions

How many financial advisors does Legacy Investment Services, LLC have in Rancho Cucamonga?

5 investment adviser representatives are registered at Legacy Investment Services, LLC offices in Rancho Cucamonga, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Legacy Investment Services, LLC one of the largest advisor employers in Rancho Cucamonga?

Legacy Investment Services, LLC ranks number 8 in Rancho Cucamonga by registered advisors; Strategic Advisers LLC has the most, with 19.

How do I check a Legacy Investment Services, LLC advisor in Rancho Cucamonga?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Legacy Investment Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.