Financial ADVSR advisor directory · SEC adviser records
Legacy Wealth Partners, LLC financial advisors in Lakewood, CO
Every SEC-registered investment adviser representative at a Legacy Wealth Partners, LLC office in Lakewood, A to Z.
The short answer
9 registered advisors work at Legacy Wealth Partners, LLC in Lakewood, out of 9 at the firm nationwide; it ranks number 9 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Legacy Wealth Partners, LLC advisors in Lakewood, A to Z
Every Legacy Wealth Partners, LLC advisor →- James L. BoothInvestment adviser rep
- Alexander G. CameronCertified Financial Planner
- Tanner L. CameronCertified Financial Planner
- Rex C. EmeryCertified Financial Planner
- Andrew T. FeldmanInvestment adviser rep
- Sandra J. HooverInvestment adviser rep
- Kenneth R. Senour IIICertified Financial Planner
- Melissa A. WagnerInvestment adviser rep
- Rachel T. WilmotInvestment adviser rep
Legacy Wealth Partners, LLC advisors in every city and state →Legacy Wealth Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Lakewood
All Lakewood advisors →Strategic Advisers LLC 36Edward Jones 27Wells Fargo Clearing Services, LLC 22Valic Financial Advisors, Inc. 20LPL Financial LLC 16Eagle Strategies LLC 11Cetera Investment Advisers LLC 10Kestra Advisory Services, LLC 9Bam Wealth Management LLC 8Financial Security Management, Inc. 8Raymond James Financial Services Advisors, Inc. 7Pfs Investments Inc. 6
Questions
How many financial advisors does Legacy Wealth Partners, LLC have in Lakewood?
9 investment adviser representatives are registered at Legacy Wealth Partners, LLC offices in Lakewood, Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Legacy Wealth Partners, LLC one of the largest advisor employers in Lakewood?
Legacy Wealth Partners, LLC ranks number 9 in Lakewood by registered advisors; Strategic Advisers LLC has the most, with 36.
How do I check a Legacy Wealth Partners, LLC advisor in Lakewood?
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 Wealth Partners, 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.