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Rebecca Jeanne Rawlinson

LEGACY WEALTH MANAGEMENT INC·MEMPHIS, Tennessee
Clean record18 years registeredLEGACY WEALTH MANAGEMENT INC
1715 AARON BRENNER DR., MEMPHIS, TN 38120-1443CRD# 4875414Firm CRD# 108619

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rebecca Jeanne Rawlinson · MEMPHIS, TN
Registration
CRD #4875414 · LEGACY WEALTH MANAGEMENT INC · 18 years registered
Brand Profile
Not yet started
01

Career History

LEGACY WEALTH MANAGEMENT, LLC
Aug 2007 – present
02

Registrations & Exams

Registration record
First registered · August 28, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEGACY WEALTH MANAGEMENT INC
CRD 108619 · SEC 801-18073
AUM
$2.1B
Regulatory assets under management
Employees
21
4,258 client accounts
Services offered by LEGACY WEALTH MANAGEMENT INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at LEGACY WEALTH MANAGEMENT INC →
Introduction

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05

Frequently Asked Questions

What services does Rebecca Jeanne Rawlinson offer?
Rebecca Jeanne Rawlinson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEMPHIS, Tennessee for a consultation.
What are Rebecca Jeanne Rawlinson's credentials?
Rebecca Jeanne Rawlinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rebecca Jeanne Rawlinson located?
Rebecca Jeanne Rawlinson is based in MEMPHIS, Tennessee, working with LEGACY WEALTH MANAGEMENT INC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.
How does Rebecca Jeanne Rawlinson charge for services?
Rebecca Jeanne Rawlinson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY WEALTH MANAGEMENT INC?
LEGACY WEALTH MANAGEMENT INC has approximately 21 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEGACY WEALTH MANAGEMENT INC

Lindsey Bell Mazzola
MEMPHIS, TN
James J. Isaacs
MEMPHIS, TN
Nicholas Glenn Sowell
MEMPHIS, TN
Duncan L Miller
MEMPHIS, TN
Lawrence James Epperly
MEMPHIS, TN
Cathy Ann Simmons
MEMPHIS, TN

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Research
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