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Amy Gail Legate

MSJC, LP·COPPELL, Texas
Unclaimed Profile
735 PLAZA BOULEVARD, COPPELL, TX 75019CRD# 4570551Firm CRD# 146904
01

About

Amy Gail Legate is a registered financial advisor based in COPPELL, Texas, affiliated with MSJC, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MSJC, LP
CFO4LIFE, L.P.
AUM
$433M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at MSJC, LP →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4570551
Firm CRD# 146904
No disclosures on file
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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