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Melanie Carol Tanaka

LEGACY FINANCIAL GROUP, LLC·TORRANCE, California
Clean recordLEGACY FINANCIAL GROUP, LLC
990 W. 190TH STREET, TORRANCE, CA 90502CRD# 2084929Firm CRD# 115901

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melanie Carol Tanaka · TORRANCE, CA
Registration
CRD #2084929 · LEGACY FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Melanie Carol Tanaka is a registered financial advisor based in TORRANCE, California, affiliated with LEGACY FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LEGACY FINANCIAL GROUP, LLC
LEGACY FINANCIAL GROUP
AUM
$75M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at LEGACY FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2084929
Firm CRD# 115901
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Melanie Carol Tanaka offer?
Melanie Carol Tanaka specializes in Financial Planning, Investment Management. Contact their office in TORRANCE, California for a consultation.
What are Melanie Carol Tanaka's credentials?
Melanie Carol Tanaka is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melanie Carol Tanaka located?
Melanie Carol Tanaka is based in TORRANCE, California, working with LEGACY FINANCIAL GROUP, LLC. Their office serves clients in the TORRANCE metropolitan area and surrounding communities.
How does Melanie Carol Tanaka charge for services?
Melanie Carol Tanaka's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY FINANCIAL GROUP, LLC?
LEGACY FINANCIAL GROUP, LLC has approximately 9 employees and manages $75M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEGACY FINANCIAL GROUP, LLC

Donald Etsuo Tanaka
TORRANCE, CA
Ray Day
TORRANCE, CA

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Research
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