Unclaimed Profile

William Coil Overcast

LEGACY WEALTH MANAGEMENT INC·MEMPHIS, Tennessee

Clean record16 years registeredLEGACY WEALTH MANAGEMENT INC

1715 AARON BRENNER DR., MEMPHIS, TN 38120-1443CRD# 5708736Firm CRD# 108619

Profile Verification

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

Identity

William Coil Overcast · MEMPHIS, TN

Registration

CRD #5708736 · LEGACY WEALTH MANAGEMENT INC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEGACY WEALTH MANAGEMENT INC

LEGACY WEALTH MANAGEMENT INC

Aug 2009 – Jul 2019

MEMPHIS, TN

Registrations & Exams

Registration record

First registered · August 26, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY WEALTH MANAGEMENT INC

CRD 108619 · SEC 801-18073

AUM

$2.1B

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does William Coil Overcast offer?

William Coil Overcast specializes in Financial Planning, Investment Management, Wealth Management.

What are William Coil Overcast's credentials?

William Coil Overcast is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Coil Overcast located?

William Coil Overcast is based in MEMPHIS, Tennessee, last registered with LEGACY WEALTH MANAGEMENT INC.

How does William Coil Overcast charge for services?

William Coil Overcast'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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