Robert Leggett, financial advisor Cary NC

Robert Leggett

CRD Number: 3192764
Current Firm: Wealthshield Partners, LLC

Robert Leggett (CRD# 3192764) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Cary, NC and has over 23 years of experience in the finance industry. Robert Leggett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Compass Securities Corporation Braintree, MA Apr 2020 - Current 2
Wealthshield LLC Cary, NC Apr 2017 - Current 5
Emerald Investment Partners LLC Cary, NC Jan 2015 - Current 7
Purshe Kaplan Sterling Investments Albany, NY Jan 2014 - Mar 2020 6
Emerald Asset Management Cary, NC Dec 2013 - Jan 2015 1
Ubs Financial Services Raleigh, NC Jun 2006 - Dec 2013 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 1999
Contact Info for Robert A. Leggett
Phone Number: 919-948-4453
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    914
    MILLIONS
  • Total Number of Accounts
    1,330
    ACCOUNTS
  • Average Account Value
    $686,873
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VI, VT, WA, WV

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