Robert LeggettCRD 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.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|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|
Total Assets Under Management914MILLIONS
Total Number of Accounts1,330ACCOUNTS
Average Account Value$686,873
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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)
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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