Branden Bosch (CRD# 6294473) is an Investment Advisor Representative working at Legacy Wealth Management Group, Inc. in Lynchburg, VA and has over 9 years of experience in the finance industry.
CRD# 6713984
Edward Jones
CRD# 6165625
Hsc Wealth Advisors
CRD# 5724133
Davenport & Company LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Legacy Wealth Management Group, Inc. | Lychburg, VA | Aug 2022 - Current | 1 |
Legacy Auditorium, LLC | Lynchburg, VA | Jul 2017 - Current | 6 |
Caitlin John, LLC | Brighton, MI | Feb 2017 - Aug 2022 | 5 |
Ronald Dawson/legacy Wealth | Lynchburg, VA | Sep 2016 - Aug 2022 | 5 |
Waddell & Reed, Inc. | Lynchburg, VA | Sep 2016 - Dec 2016 | < 1 |
Various Insurance Carriers For W&r Insurance Agencies | Lynchburg, VA | Sep 2016 - Dec 2016 | < 1 |
Bank Of America, Na | Lynchburg, VA | Jul 2014 - Sep 2016 | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lynchburg, VA | Jan 2014 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2014 |
- VA
-
Total Assets Under Management208MILLIONS
-
Total Number of Accounts1,338ACCOUNTS
-
Average Account Value$155,209
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, MI, NC, NH, PA, TX, VA
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