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Financial ADVSR advisor directory · SEC adviser records

Legacy Wealth Management, LLC financial advisors in Texas

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

5 registered advisors work at Legacy Wealth Management, LLC in Texas, out of 49 nationwide; it's the firm's number 3 state by advisors, and the most are in Austin (2). 1 list the CFP designation and 1 are also registered broker representatives.

Legacy Wealth Management, LLC advisors by city in Texas

Every firm in Texas →

Austin 2Dripping Springs 1League City 1Southlake 1

Legacy Wealth Management, LLC advisors in Texas, A to Z

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Legacy Wealth Management, LLC advisors in every state →Legacy Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Legacy Wealth Management, LLC in other states

Idaho 22California 11Florida 4Utah 3

Questions

How many Legacy Wealth Management, LLC financial advisors are in Texas?

5 investment adviser representatives are registered at Legacy Wealth Management, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 49 at the firm nationwide. 1 list the CFP designation and 1 are also registered as broker representatives.

Where in Texas does Legacy Wealth Management, LLC have the most advisors?

Austin, with 2, then Dripping Springs (1). Legacy Wealth Management, LLC has advisors in 4 cities in Texas.

How do I check a Legacy Wealth Management, LLC advisor in Texas?

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.