Robin Sievers, financial advisor Memphis TN

Robin Sievers

CRD Number: 4260516
Current Firm: Legacy Wealth Management Inc.

Robin Sievers (CRD# 4260516) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 23 years of experience in the finance industry. Robin Sievers 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 Memphis, TN Aug 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Robin K. Sievers
Phone Number: 901-758-9006
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    2,053
    MILLIONS
  • Total Number of Accounts
    4,258
    ACCOUNTS
  • Average Account Value
    $482,188
Compensation Options
  • A percentage of assets under your management
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IL, KS, LA, MD, MO, MS, NC, NE, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA

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