Legacy Builders Financial, LLC

Legacy Builders Financial, LLC (CRD# 289988) is a financial advisory firm headquartered in Folsom, CA. They manage $10,709,350 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 6130, Folsom, CA 95763
https://www.linkedin.com/company/legacybuildersfinancial/
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $164,759
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Legacy Builders Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Charles Ho, financial advisor Folsom CA
Charles Ho
CRD#: 5370565
Folsom, CA

Charles Ho (CRD# 5370565) is an Investment Advisor Representative working at Legacy Builders Financial, LLC in Folsom, CA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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