Andrew Court, financial advisor Cape Coral FL

Andrew Court

CRD Number: 1831823
Current Firm: Legacy Wealth Management, Inc.

Andrew Court (CRD# 1831823) is an Investment Advisor Representative working at Legacy Wealth Management, Inc. in Cape Coral, FL and has over 35 years of experience in the finance industry. Andrew Court 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
Legacy Wealth Management, Inc. Cape Coral, FL Jan 2020 - Current 4
Sellstate Priority Realty Cape Coral, FL Dec 2018 - Current 5
Independent Insurance Agent Cape Coral, GA Aug 2017 - Current 6
Premier Property Management LLC Eau Claire, WI Apr 2017 - Current 6
Shareholder, LLC Cape Coral, FL Jul 2013 - Current 10
Summit San Simeon, LLC Eau Claire, WI Jun 2013 - Current 10
Legacy Camps International Inc. Eau Claire, WI Jan 2008 - Current 16
Gradient Securities, LLC Arden Hills, MN May 2017 - Nov 2019 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Andrew J. Court
Phone Number: 715-456-2274
Registered State(s):
  • FL
  • WI
Current Firm Details
Legacy Wealth Management, Inc.
Firm's CRD Number: 306557
By the Numbers
  • Total Assets Under Management
    3
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $1,066,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, WI

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