Financial ADVSR advisor directory · SEC adviser records
Legacy Wealth Management, LLC financial advisors in Boise, ID
Every SEC-registered investment adviser representative at a Legacy Wealth Management, LLC office in Boise, A to Z.
The short answer
20 registered advisors work at Legacy Wealth Management, LLC in Boise, out of 49 at the firm nationwide; it ranks number 6 in the city by advisors. 2 list the CFP designation and 1 are also registered broker representatives.
Legacy Wealth Management, LLC advisors in Boise, A to Z
Every Legacy Wealth Management, LLC advisor →- Samuel A. AllmanInvestment adviser rep
- Michael L. BargettoInvestment adviser rep
- Peter C. Covino IIIInvestment adviser rep
- Brian CraneInvestment adviser rep
- Miguel A. DelgadoCertified Financial Planner
- Joseph S. EscujuriInvestment adviser rep
- Sarah V. HodgesInvestment adviser rep
- Caleb A. HowardInvestment adviser rep
- Babak KoorosChartered Financial Consultant
- John D. Lane IVCertified Financial Planner
- Edward LeonardInvestment adviser rep
- Lucas C. MeyerInvestment adviser rep
- Michael PondInvestment adviser rep
- Andy A. RadInvestment adviser rep
- Vijai A. RangarajanInvestment adviser rep
- Jaime RedfernInvestment adviser rep
- Saravanaraj SathyaseelanAlso a broker rep
- Joseph J. Schreiner IIIInvestment adviser rep
- Shawn E. WheelerInvestment adviser rep
- Patrick S. WilsonInvestment adviser rep
Legacy Wealth Management, LLC advisors in every city and state →Legacy Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Legacy Wealth Management, LLC advisors in other cities
Austin, TX 2Burley, ID 2Centerville, UT 2Newport Beach, CA 2Pleasanton, CA 2Alameda, CA 1Billings, MT 1Boynton Beach, FL 1Calabasas, CA 1Costa Mesa, CA 1Dieterich, IL 1Dripping Springs, TX 1Encino, CA 1Gilroy, CA 1Hayden, ID 1
Other firms in Boise
All Boise advisors →Wells Fargo Clearing Services, LLC 58The Caprock Group, LLC 31Morgan Stanley 28Edward Jones 23LPL Financial LLC 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 16Venturi Private Wealth 16Cetera Investment Advisers LLC 13D.A. Davidson & Co. 13UBS Financial Services Inc. 13Ameriprise Financial Services, LLC 12Raymond James & Associates, Inc. 12
Questions
How many financial advisors does Legacy Wealth Management, LLC have in Boise?
20 investment adviser representatives are registered at Legacy Wealth Management, LLC offices in Boise, Idaho, according to the SEC's Investment Adviser Public Disclosure records, out of 49 nationwide. 2 list the CFP designation and 1 are also registered as broker representatives.
Is Legacy Wealth Management, LLC one of the largest advisor employers in Boise?
Legacy Wealth Management, LLC ranks number 6 in Boise by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 58.
How do I check a Legacy Wealth Management, LLC advisor in Boise?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.