Unclaimed Profile

Vincent Albert Panvini

LEGACY ADVISORS, LLC·PLYMOUTH MEETING, Pennsylvania

SIE, Series 7, Series 63, Series 65Clean record19 years registeredLEGACY ADVISORS, LLC

5 APOLLO ROAD, SUITE 100, PLYMOUTH MEETING, PA 19462CRD# 3031670Firm CRD# 139830

Profile Verification

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

Identity

Vincent Albert Panvini · PLYMOUTH MEETING, PA

Registration

CRD #3031670 · LEGACY ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

LEGACY ADVISORS, LLC

Nov 2006 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 8, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY ADVISORS, LLC

CRD 139830 · SEC 801-66582

AUM

$3.6B

Regulatory assets under management

Employees

2,101 client accounts

Services offered by LEGACY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEGACY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Vincent Albert Panvini offer?

Vincent Albert Panvini specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLYMOUTH MEETING, Pennsylvania for a consultation.

What are Vincent Albert Panvini's credentials?

Vincent Albert Panvini is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Vincent Albert Panvini located?

Vincent Albert Panvini is based in PLYMOUTH MEETING, Pennsylvania, working with LEGACY ADVISORS, LLC. Their office serves clients in the PLYMOUTH MEETING metropolitan area and surrounding communities.

How does Vincent Albert Panvini charge for services?

Vincent Albert Panvini'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 ADVISORS, LLC?

LEGACY ADVISORS, LLC has approximately 38 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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