Michael Legette, financial advisor Cary NC

Michael Legette

CRD Number: 2499864
Current Firm: Charles Schwab & Company, Inc.

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.

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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
Contact Info for Michael H. Legette
Phone Number: 415-667-7000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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