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Financial ADVSR advisor directory · SEC adviser records

Legacy Wealth Management, LLC financial advisors in Ridgeland, MS

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

The short answer

4 registered advisors work at Legacy Wealth Management, LLC in Ridgeland, out of 4 at the firm nationwide; it ranks number 20 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

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

Every Legacy Wealth Management, LLC advisor →

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 →

Other firms in Ridgeland

All Ridgeland advisors →

Morgan Stanley 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Raymond James & Associates, Inc. 18Wells Fargo Clearing Services, LLC 12Mag Cap 11Balefire, LLC 8Element Wealth, LLC 8Smith Shellnut Wilson 8Argent Wealth, LLC 7Valic Financial Advisors, Inc. 7Eagle Strategies LLC 6LPL Financial LLC 6

Questions

How many financial advisors does Legacy Wealth Management, LLC have in Ridgeland?

4 investment adviser representatives are registered at Legacy Wealth Management, LLC offices in Ridgeland, Mississippi, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Legacy Wealth Management, LLC one of the largest advisor employers in Ridgeland?

Legacy Wealth Management, LLC ranks number 20 in Ridgeland by registered advisors; Morgan Stanley has the most, with 22.

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

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.