Michael Legette (CRD# 2499864) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cary, NC and has over 25 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab & Company, Inc. | Cary, NC | Sep 2023 - Current | < 1 |
Charles Schwab Bank, Ssb | Cary, NC | Sep 2023 - Current | < 1 |
Td Ameritrade, Inc. | Durham, NC | Feb 2018 - Sep 2023 | 5 |
Td Ameritrade Investment Management, LLC | Omaha, NE | Feb 2018 - Sep 2023 | 5 |
Scottrade, Inc. | Garner, NC | Mar 2017 - Sep 2018 | 1 |
Pfs Investments Inc. | Raleigh, NC | Nov 2016 - Mar 2017 | < 1 |
Primerica Financial Services | Raleigh, NC | Oct 2016 - Mar 2017 | < 1 |
Adecco/bb&t | Wilson, NC | Jun 2016 - Mar 2017 | < 1 |
Ups United Parcel Service | Raleigh, NC | Nov 2016 - Dec 2016 | < 1 |
Unemployed | Rock Mount, NC | Apr 2016 - May 2016 | < 1 |
Usps | Rocky Mount, NC | Nov 2015 - Mar 2016 | < 1 |
Sprint | Rocky Mount, NC | Jun 2015 - Nov 2015 | < 1 |
Unemployed | Rocky Mount, NC | Jan 2015 - Jun 2015 | < 1 |
Insight Securities, Inc. | Riverwoods, IL | Mar 2014 - Dec 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1998 |
S65 | NASAA Investment Advisors Law Examination | Mar 2007 |
- NC
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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