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LEGACY WEALTH PARTNERS, LLC
LEGACY WEALTH PARTNERS, LLC
LAKEWOOD, Colorado
·
4 registered advisors
·
CRD# 333032
SEC# 801-131757
0
720-552-8287
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at LEGACY WEALTH PARTNERS, LLC
4 registered advisors
Alexander Grant Cameron
LAKEWOOD, Colorado
CRD# 4732008
Andrew Todd Feldman
LAKEWOOD, Colorado
CRD# 4991249
Melissa Ann Wagner
LAKEWOOD, Colorado
CRD# 4961955
Rex Charles Emery
LAKEWOOD, Colorado
CRD# 4739051
05
Office Locations
LAKEWOOD, Colorado
4 advisors
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Data sourced from SEC Form ADV filings. LEGACY WEALTH PARTNERS, LLC (CRD# 333032) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.