Legacy Chief Financial Office, LLC

Legacy Chief Financial Office, LLC (CRD# 300873) is a financial advisory firm headquartered in The Woodlands, TX. They manage $70,652,976 in 261 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1095 Evergreen Circle, Suite #200-474, The Woodlands, TX 77380
https://www.facebook.com/legacychieffinancialoffice/
By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    261
    ACCOUNTS
  • Average Account Value
    $270,701
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

TX

Financial Advisors at Legacy Chief Financial Office, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Cameron Capriotti, financial advisor The Woodlands TX
Cameron M. Capriotti
CRD#: 6671030
1095 Evergreen Circle, Suite #200-474, The Woodlands, TX 77380

Cameron Capriotti (CRD# 6671030) is an Investment Advisor Representative working at Legacy Chief Financial Office, LLC in The Woodlands, TX and has over 7 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals