Kaleb Legg, financial advisor Lafayette LA

Kaleb Legg

CRD Number: 7048032
Current Firm: Prudential Financial Planning Services

Kaleb Legg (CRD# 7048032) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lafayette, LA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Prudential Insurance Company Of America Lafayette, LA Oct 2019 - Current 3
Pruco Securities, LLC Lafayette, LA Nov 2018 - Current 4
Performance Contractors, Inc. Baton Rouge, LA Mar 2017 - Nov 2018 1
Louisiana State University Baton Rouge, LA Aug 2011 - May 2017 5
Mmr Group Baton Rouge, LA Mar 2015 - Mar 2017 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Kaleb D. Legg
Phone Number: 800-235-7637
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    14,969
    MILLIONS
  • Total Number of Accounts
    92,200
    ACCOUNTS
  • Average Account Value
    $162,356
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY

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