Financial ADVSR advisor directory · SEC adviser records
Legacy Wealth Management, LLC financial advisors in Idaho
Every SEC-registered investment adviser representative at a Legacy Wealth Management, LLC office in Idaho, by city and A to Z.
The short answer
24 registered advisors work at Legacy Wealth Management, LLC in Idaho, out of 49 nationwide; it's the firm's number 1 state by advisors, and the most are in Boise (17). 3 list the CFP designation and 1 are also registered broker representatives.
Legacy Wealth Management, LLC advisors by city in Idaho
Every firm in Idaho →Legacy Wealth Management, LLC advisors in Idaho, A to Z
Search by name →- Samuel A. AllmanBoise
- Michael L. BargettoBoise
- Peter C. Covino IIIBoise
- Brian CraneBoise
- Lydon J. CraneBurley
- Miguel A. DelgadoBoise · Certified Financial Planner
- Michael I. DunlapHayden · Certified Financial Planner
- Joseph S. EscujuriBoise
- Sarah V. HodgesBoise
- Caleb A. HowardBoise
- Babak KoorosBoise · Chartered Financial Consultant
- John D. Lane IVBoise · Certified Financial Planner
- Edward LeonardBoise
- Dustin LloydMeridian
- Lucas C. MeyerBoise
- Robert T. OakesBurley
- Michael PondBoise
- Andy A. RadBoise
- Vijai A. RangarajanBoise
- Jaime RedfernBoise
- Saravanaraj SathyaseelanBoise
- Joseph J. Schreiner IIIBoise
- Shawn E. WheelerBoise
- Patrick S. WilsonBoise
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Legacy Wealth Management, LLC in other states
Questions
How many Legacy Wealth Management, LLC financial advisors are in Idaho?
24 investment adviser representatives are registered at Legacy Wealth Management, LLC offices in Idaho, according to the SEC's Investment Adviser Public Disclosure records, out of 49 at the firm nationwide. 3 list the CFP designation and 1 are also registered as broker representatives.
Where in Idaho does Legacy Wealth Management, LLC have the most advisors?
Boise, with 17, then Burley (2). Legacy Wealth Management, LLC has advisors in 4 cities in Idaho.
How do I check a Legacy Wealth Management, LLC advisor in Idaho?
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 Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.