Unclaimed Profile

Benny Joe Milam

LEGACY CAPITAL MANAGEMENT INC·ROSEVILLE, California

Series 3, Series 7, Series 63Clean record29 years registeredLEGACY CAPITAL MANAGEMENT INC

3741 DOUGLAS BLVD, STE 320, ROSEVILLE, CA 95661CRD# 1372151Firm CRD# 106823

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Benny Joe Milam · ROSEVILLE, CA

Registration

CRD #1372151 · LEGACY CAPITAL MANAGEMENT INC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEGACY CAPITAL MANAGEMENT INC

LEGACY CAPITAL MANAGEMENT INC

Jul 1997 – Mar 2017

ROSEVILLE, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY CAPITAL MANAGEMENT INC

CRD 106823 · SEC 801-44284

AUM

$39M

Regulatory assets under management

Employees

74 client accounts

Services offered by LEGACY CAPITAL MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at LEGACY CAPITAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Benny Joe Milam offer?

Benny Joe Milam specializes in Investment Management, Fee-Only Advisory.

What are Benny Joe Milam's credentials?

Benny Joe Milam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Benny Joe Milam located?

Benny Joe Milam is based in ROSEVILLE, California, last registered with LEGACY CAPITAL MANAGEMENT INC.

How does Benny Joe Milam charge for services?

Benny Joe Milam's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY CAPITAL MANAGEMENT INC?

LEGACY CAPITAL MANAGEMENT INC has approximately 2 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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