Financial ADVSR advisor directory · SEC adviser records
Legacy Financial Group financial advisors in Torrance, CA
Every SEC-registered investment adviser representative at a Legacy Financial Group office in Torrance, A to Z.
The short answer
3 registered advisors work at Legacy Financial Group in Torrance, out of 3 at the firm nationwide; it ranks number 21 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
Legacy Financial Group advisors in Torrance, A to Z
Every Legacy Financial Group advisor →- Ann A. CooperCertified Financial Planner · Also a broker rep
- Matthew J. DrehsAlso a broker rep
- Melanie C. TanakaCertified Financial Planner · Also a broker rep
Legacy Financial Group advisors in every city and state →Advisor Moves: who changed firms this week →
Other firms in Torrance
All Torrance advisors →Ep Wealth Advisors 175Strategic Advisers LLC 33LPL Financial LLC 32Morgan Stanley 31Cetera Investment Advisers LLC 23Osaic Wealth, Inc. 20Charles Schwab & Co., Inc. 19Transamerica Financial Advisors, LLC 15J.P. Morgan Securities LLC 14Ameriprise Financial Services, LLC 11Advanced Portfolio Strategies 8Edward Jones 7
Questions
How many financial advisors does Legacy Financial Group have in Torrance?
3 investment adviser representatives are registered at Legacy Financial Group offices in Torrance, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is Legacy Financial Group one of the largest advisor employers in Torrance?
Legacy Financial Group ranks number 21 in Torrance by registered advisors; Ep Wealth Advisors has the most, with 175.
How do I check a Legacy Financial Group advisor in Torrance?
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 Financial Group 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.