Unclaimed Profile

Cambrianne Staskal

MY LEGACY ADVISORS, LLC·BEND, Oregon

Clean recordMY 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Cambrianne Staskal is a registered financial advisor based in BEND, Oregon, affiliated with MY LEGACY ADVISORS, 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

MY LEGACY ADVISORS, LLC

AUM

$374M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MY LEGACY ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4798208

Firm CRD# 290675

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Frequently Asked Questions

What services does Cambrianne Staskal offer?

Cambrianne Staskal specializes in Financial Planning, Investment Management. Contact their office in BEND, Oregon for a consultation.

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, working with MY LEGACY ADVISORS, LLC. Their office serves clients in the BEND metropolitan area and surrounding communities.

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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