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LEGACY WEALTH MANAGEMENT, LLC
LEGACY WEALTH MANAGEMENT, LLC
RIDGELAND, Mississippi
·
3 registered advisors
·
CRD# 304659
SEC# 801-117015
0
601-499-1970
01
Firm Overview
AUM
$305M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at LEGACY WEALTH MANAGEMENT, LLC
3 registered advisors
Charles Ross Bell
RIDGELAND, Mississippi
CRD# 7143439
Forbes Lewis Watson
RIDGELAND, Mississippi
CRD# 1050748
Jennifer Cathcart Bartlam
RIDGELAND, Mississippi
CRD# 3159624
05
Office Locations
RIDGELAND, Mississippi
3 advisors
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Data sourced from SEC Form ADV filings. LEGACY WEALTH MANAGEMENT, LLC (CRD# 304659) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.