Legacy Investing & Wealth Management LLC
Legacy Investing & Wealth Management LLC (CRD# 277057) is a financial advisory firm headquartered in , . They manage $487,200 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Legacy Investing & Wealth Management LLC
By the Numbers
-
Total Assets Under Management0MILLION
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Total Number of Accounts9ACCOUNTS
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Average Account Value$54,133
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at Legacy Investing & Wealth Management LLC
1
Douglas Hayes (CRD# 6530647) is an Investment Advisor Representative working at Legacy Investing & Wealth Management LLC in Upper Marlboro, MD and has over 8 years of experience in the finance industry.
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