Unclaimed Profile

Bernadette Lee Legarreta

ROUNDTABLE HEALTHCARE MANAGEMENT, INC·LAKE FOREST, Illinois

Clean recordROUNDTABLE HEALTHCARE MANAGEMENT, INC

272 EAST DEERPATH ROAD, SUITE 350, LAKE FOREST, IL 60045-5314CRD# 7994253Firm CRD# 161235

Profile Verification

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

Identity

Bernadette Lee Legarreta · LAKE FOREST, IL

Registration

CRD #7994253 · ROUNDTABLE HEALTHCARE MANAGEMENT, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bernadette Lee Legarreta is a registered financial advisor based in LAKE FOREST, Illinois, affiliated with ROUNDTABLE HEALTHCARE MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ROUNDTABLE HEALTHCARE MANAGEMENT, INC

AUM

$3.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ROUNDTABLE HEALTHCARE MANAGEMENT, INC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7994253

Firm CRD# 161235

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bernadette Lee Legarreta offer?

Bernadette Lee Legarreta specializes in Retirement Planning. Contact their office in LAKE FOREST, Illinois for a consultation.

What are Bernadette Lee Legarreta's credentials?

Bernadette Lee Legarreta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bernadette Lee Legarreta located?

Bernadette Lee Legarreta is based in LAKE FOREST, Illinois, working with ROUNDTABLE HEALTHCARE MANAGEMENT, INC. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.

How does Bernadette Lee Legarreta charge for services?

Bernadette Lee Legarreta's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROUNDTABLE HEALTHCARE MANAGEMENT, INC?

ROUNDTABLE HEALTHCARE MANAGEMENT, INC has approximately 29 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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