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Joshua David Stamm

LEGACY WEALTH MANAGEMENT GROUP, INC.·LYNCHBURG, Virginia
Unclaimed Profile
1971 ENGLISH TAVERN ROAD, LYNCHBURG, VA 24501CRD# 4557338Firm CRD# 322235
01

About

Joshua David Stamm 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
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)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4557338
Firm CRD# 322235
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joshua David Stamm offer?
Joshua David Stamm specializes in Financial Planning, Investment Management. Contact their office in LYNCHBURG, Virginia for a consultation.
What are Joshua David Stamm's credentials?
Joshua David Stamm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua David Stamm located?
Joshua David Stamm 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 Joshua David Stamm charge for services?
Joshua David Stamm'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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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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