Unclaimed Profile

Cambrianne Staskal

MY LEGACY ADVISORS, LLC·BEND, Oregon

SIE, Series 7, Series 66Clean record21 years registeredMY LEGACY ADVISORS, LLC

35 NW HAWTHORNE AVE, BEND, OR 97703CRD# 4798208Firm CRD# 290675

Profile Verification

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

Identity

Cambrianne Staskal · BEND, OR

Registration

CRD #4798208 · MY LEGACY ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MY LEGACY ADVISORS, LLC

MY LEGACY ADVISORS, LLC

Jun 2019 – Aug 2023

BEND, OR

SII INVESTMENTS, INC.

Feb 2016 – Nov 2017

BEND, OR

SII INVESTMENTS, INC.

Mar 2013 – Feb 2014

BEND, OR

SII INVESTMENTS, INC.

Jul 2008 – Mar 2011

BEND, OR

THRIVENT INVESTMENT MANAGEMENT INC.

Apr 2005 – Jul 2008

BEND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 15, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MY LEGACY ADVISORS, LLC

CRD 290675 · SEC 801-112049

AUM

$374M

Regulatory assets under management

Employees

445 client accounts

Services offered by MY LEGACY ADVISORS, 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 MY LEGACY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Cambrianne Staskal offer?

Cambrianne Staskal specializes in Financial Planning, Investment Management.

What are Cambrianne Staskal's credentials?

Cambrianne Staskal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cambrianne Staskal located?

Cambrianne Staskal is based in BEND, Oregon, last registered with MY LEGACY ADVISORS, LLC.

How does Cambrianne Staskal charge for services?

Cambrianne Staskal'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 MY LEGACY ADVISORS, LLC?

MY LEGACY ADVISORS, LLC has approximately 10 employees and manages $374M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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