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Financial ADVSR advisor directory · SEC adviser records

Legacy Wealth Concepts financial advisors in Louisiana

Every SEC-registered investment adviser representative at a Legacy Wealth Concepts office in Louisiana, by city and A to Z.

The short answer

3 registered advisors work at Legacy Wealth Concepts in Louisiana, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Baton Rouge (2). 1 list the CFP designation and 1 are also registered broker representatives.

Legacy Wealth Concepts advisors by city in Louisiana

Every firm in Louisiana →

Baton Rouge 2West Monroe 1

Legacy Wealth Concepts advisors in Louisiana, A to Z

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Questions

How many Legacy Wealth Concepts financial advisors are in Louisiana?

3 investment adviser representatives are registered at Legacy Wealth Concepts offices in Louisiana, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Where in Louisiana does Legacy Wealth Concepts have the most advisors?

Baton Rouge, with 2, then West Monroe (1). Legacy Wealth Concepts has advisors in 2 cities in Louisiana.

How do I check a Legacy Wealth Concepts advisor in Louisiana?

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 Concepts office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.