Unclaimed Profile

Amy Gail Legate

MSJC, LP·COPPELL, Texas

SIE, Series 7, Series 66CFPClean record21 years registeredMSJC, LP

735 PLAZA BOULEVARD, COPPELL, TX 75019CRD# 4570551Firm CRD# 146904

Profile Verification

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

Identity

Amy Gail Legate · COPPELL, TX

Registration

CRD #4570551 · MSJC, LP · 21 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Oct 2023 – present

AMERIPRISE FINANCIAL SERVICES, LLC

Jan 2019 – Oct 2023

Frisco, TX

360 WEALTH MANAGEMENT, LLC

Nov 2016 – Jan 2019

Frisco, TX

LPL FINANCIAL LLC

Aug 2013 – Feb 2017

FRISCO, TX

CFO4LIFE, L.P.

Mar 2009 – Jul 2013

COPPELL, TX

LPL FINANCIAL LLC

Sep 2004 – Sep 2012

COPPELL, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 10, 2004

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MSJC, LP

CRD 146904 · SEC 801-77180

AUM

$433M

Regulatory assets under management

Employees

765 client accounts

Services offered by MSJC, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

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 MSJC, LP →

Introduction

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Frequently Asked Questions

What services does Amy Gail Legate offer?

Amy Gail Legate specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COPPELL, Texas for a consultation.

What are Amy Gail Legate's credentials?

Amy Gail Legate holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Amy Gail Legate located?

Amy Gail Legate is based in COPPELL, Texas, working with MSJC, LP. Their office serves clients in the COPPELL metropolitan area and surrounding communities.

How does Amy Gail Legate charge for services?

Amy Gail Legate'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 MSJC, LP?

MSJC, LP has approximately 14 employees and manages $433M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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