Unclaimed Profile

Justin C Martin

LEGACY WEALTH MANAGEMENT, LLC·BOISE, Idaho

LEGACY WEALTH MANAGEMENT, LLC

13965 W. CHINDEN BLVD., BOISE, ID 83713CRD# 5423666Firm CRD# 174767

Profile Verification

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

Identity

Justin C Martin · BOISE, ID

Registration

CRD #5423666 · LEGACY WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Justin C Martin is a registered financial advisor based in BOISE, Idaho, affiliated with LEGACY WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LEGACY WEALTH MANAGEMENT, LLC

AUM

$373M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEGACY WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5423666

Firm CRD# 174767

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Justin C Martin offer?

Justin C Martin specializes in Financial Planning, Investment Management. Contact their office in BOISE, Idaho for a consultation.

What are Justin C Martin's credentials?

Justin C Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Justin C Martin located?

Justin C Martin is based in BOISE, Idaho, working with LEGACY WEALTH MANAGEMENT, LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.

How does Justin C Martin charge for services?

Justin C Martin'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 WEALTH MANAGEMENT, LLC?

LEGACY WEALTH MANAGEMENT, LLC has approximately 36 employees and manages $373M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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