Lincoln West (CRD# 7701990) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has 1 year of experience in the finance industry.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Wealth Management | Boise, ID | Feb 2023 - Current | 1 |
| Legacy Integrated LLC | Boise, ID | Aug 2022 - Current | 1 |
| Byu Idaho | Rexburg, ID | Dec 2020 - Current | 3 |
| Family First Life | Boise, ID | Jan 2022 - Aug 2022 | < 1 |
| Renu LLC | Colorado Springs, CO | Sep 2021 - Feb 2022 | < 1 |
| Evo Automation | Rexburg, ID | Apr 2021 - Sep 2021 | < 1 |
| Costa Vida | Rexburg, ID | Jan 2021 - Apr 2021 | < 1 |
| Church Of Jesus Christ Of Latter Day Saints | Barcelona, | Dec 2018 - Dec 2020 | 2 |
| Scentsy | Meridian, ID | Jul 2018 - Dec 2018 | < 1 |
| Cold Stone Creamery | Boise, ID | Mar 2017 - Jul 2018 | 1 |
| Student | Boise, ID | Aug 2012 - May 2018 | 5 |
| Ymca Rock Wall | Boise, ID | Jul 2016 - Mar 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- ID
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Total Assets Under Management373MILLIONS
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Total Number of Accounts3,537ACCOUNTS
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Average Account Value$105,516
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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