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Financial ADVSR advisor directory · SEC adviser records

Legacy Wealth Management, LLC financial advisors in Utah

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

The short answer

3 registered advisors work at Legacy Wealth Management, LLC in Utah, out of 49 nationwide; it's the firm's number 5 state by advisors, and the most are in Centerville (2). 1 list the CFP designation and 0 are also registered broker representatives.

Legacy Wealth Management, LLC advisors by city in Utah

Every firm in Utah →

Centerville 2Orem 1

Legacy Wealth Management, LLC advisors in Utah, 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 11Texas 5Florida 4

Questions

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

3 investment adviser representatives are registered at Legacy Wealth Management, LLC offices in Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 49 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

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

Centerville, with 2, then Orem (1). Legacy Wealth Management, LLC has advisors in 2 cities in Utah.

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

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.