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Brandon James Bosch

LEGACY WEALTH MANAGEMENT GROUP, INC.·LYNCHBURG, Virginia
LEGACY WEALTH MANAGEMENT GROUP, INC.
1971 ENGLISH TAVERN ROAD, LYNCHBURG, VA 24501CRD# 6802008Firm CRD# 322235

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brandon James Bosch · LYNCHBURG, VA
Registration
CRD #6802008 · LEGACY WEALTH MANAGEMENT GROUP, INC.
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Brandon James Bosch is a registered financial advisor based in LYNCHBURG, Virginia, affiliated with LEGACY WEALTH MANAGEMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LEGACY WEALTH MANAGEMENT GROUP, INC.
LEGACY WEALTH MANAGEMENT GROUP, INC.
AUM
$208M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at LEGACY WEALTH MANAGEMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6802008
Firm CRD# 322235
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brandon James Bosch offer?
Brandon James Bosch specializes in Financial Planning, Investment Management. Contact their office in LYNCHBURG, Virginia for a consultation.
What are Brandon James Bosch's credentials?
Brandon James Bosch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brandon James Bosch located?
Brandon James Bosch is based in LYNCHBURG, Virginia, working with LEGACY WEALTH MANAGEMENT GROUP, INC.. Their office serves clients in the LYNCHBURG metropolitan area and surrounding communities.
How does Brandon James Bosch charge for services?
Brandon James Bosch's firm is compensated through percentage of aum, hourly charges, 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 GROUP, INC.?
LEGACY WEALTH MANAGEMENT GROUP, INC. has approximately 12 employees and manages $208M 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 GROUP, INC.

Joshua David Stamm
LYNCHBURG, VA
Ronald Jacob Dawson
LYNCHBURG, VA

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