| Advisor Profile |
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Business Description |
Legacy's customized financial plans encompass both a picture of your current financial status and addresses your needs, goals and investment challenges. We will help you analyze your current situation, risk profile and investment goals. We then perform a risk analysis on your portfolio. Taking all those factors into account we work with you to build a customized financial plan and investment portfolio addressing your unique needs.
Legacy Wealth Management was founded on the principals of offering a comprehensive financial plan together with prudent investment management and superb client service.
Legacy Wealth Management brings a unique financial planning approach together with proven investment management to provide our clients with a tax efficient, coordinated financial plan to help them to reach their financial goals. |
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General Information |
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| States Licensed in: |
PA, NJ, DE, MD, GA, WV
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| States Willing to do Business in: |
PA, NJ, DE, MD, NY, WV
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| Years of Experience in Financial Services: |
14
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| Number of Years with Current Firm: |
2
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| I work with the following types of clients: |
Businesses, Individual Investors
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Education |
| Academic Background |
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| BS, Finance - West Virginia University (2007) |
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Services |
| Investment Types: |
Insurance, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Real Estate, Annuities, Bonds, Stocks
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Insurance License (Life & Health; Long Term Care; Specify below)
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| Securities Licenses: |
Series 27, Series 6, Series 4, Series 7, Series 24, Series 53, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Annuity, Accident, Variable Annuity, Disability, Life, Health, HMO, Variable Life
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
100,000
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| Compensation Methods: |
Hourly, Based on Assets
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| Prepared By: |
Richard Wiedl |
Frequently Asked Questions |
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