Unclaimed Profile

Forbes Lewis Watson

LEGACY WEALTH MANAGEMENT, LLC·RIDGELAND, Mississippi

Series 65Clean record25 years registeredLEGACY WEALTH MANAGEMENT, LLC

300 CONCOURSE BLVD, SUITE 102, RIDGELAND, MS 39157CRD# 1050748Firm CRD# 304659

Profile Verification

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

Identity

Forbes Lewis Watson · RIDGELAND, MS

Registration

CRD #1050748 · LEGACY WEALTH MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

LEGACY WEALTH MANAGEMENT, LLC

Aug 2019 – present

MISSISSIPPI INVESTMENT MANAGEMENT COMPANY

Mar 2010 – Aug 2019

JACKSON, MS

GLENWOOD CAPITAL MANAGEMENT, INC.

May 2001 – Jan 2003

JACKSON, MS

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 1, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY WEALTH MANAGEMENT, LLC

CRD 304659 · SEC 801-117015

AUM

$305M

Regulatory assets under management

Employees

55 client accounts

Services offered by LEGACY WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEGACY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Forbes Lewis Watson offer?

Forbes Lewis Watson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in RIDGELAND, Mississippi for a consultation.

What are Forbes Lewis Watson's credentials?

Forbes Lewis Watson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Forbes Lewis Watson located?

Forbes Lewis Watson is based in RIDGELAND, Mississippi, working with LEGACY WEALTH MANAGEMENT, LLC. Their office serves clients in the RIDGELAND metropolitan area and surrounding communities.

How does Forbes Lewis Watson charge for services?

Forbes Lewis Watson'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 WEALTH MANAGEMENT, LLC?

LEGACY WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $305M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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