Unclaimed Profile

Rex Charles Emery

LEGACY WEALTH PARTNERS, LLC·LAKEWOOD, Colorado

SIE, Series 7, Series 24, Series 66CFP21 years registeredLEGACY WEALTH PARTNERS, LLC

215 UNION BLVD., LAKEWOOD, CO 80228CRD# 4739051Firm CRD# 333032

Profile Verification

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

Identity

Rex Charles Emery · LAKEWOOD, CO

Registration

CRD #4739051 · LEGACY WEALTH PARTNERS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

LEGACY WEALTH PARTNERS, LLC

Mar 2025 – present

AVEO CAPITAL PARTNERS, LLC

Nov 2014 – Apr 2025

Lakewood, CO

AXA ADVISORS, LLC

May 2005 – May 2014

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · May 11, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

2012Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LEGACY WEALTH PARTNERS, LLC

CRD 333032 · SEC 801-131757

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by LEGACY WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEGACY WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Rex Charles Emery offer?

Rex Charles Emery specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKEWOOD, Colorado for a consultation.

What are Rex Charles Emery's credentials?

Rex Charles Emery holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Rex Charles Emery located?

Rex Charles Emery is based in LAKEWOOD, Colorado, working with LEGACY WEALTH PARTNERS, LLC. Their office serves clients in the LAKEWOOD metropolitan area and surrounding communities.

How does Rex Charles Emery charge for services?

Rex Charles Emery's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY WEALTH PARTNERS, LLC?

LEGACY WEALTH PARTNERS, LLC has approximately 10 employees. The firm is registered with the SEC as an investment adviser.

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