Unclaimed Profile

Amy Gail Legate

MSJC, LP·COPPELL, Texas

Clean recordMSJC, 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

Speak with Amy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Amy is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

MSJC, LP

CFO4LIFE, L.P.

AUM

$433M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4570551

Firm CRD# 146904

View on FINRA BrokerCheck →

Looking for a financial advisor in COPPELL?

Browse all registered financial advisors in COPPELL, Texas or claim this profile if it's yours.

Browse COPPELL Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →