Legacy Investment Services, LLC

Legacy Investment Services, LLC (CRD# 144127) is a financial advisory firm headquartered in Rancho Cucamonga, CA. They manage $24,000,000 in 205 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $117,073
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Legacy Investment Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark B. Sharifi
CRD#: 4865040
10832 Laurel Street, Suite 203, Rancho Cucamonga, CA 91730
93
Wealthminder
score

Mark Sharifi (CRD# 4865040) is an Investment Advisor Representative working at Legacy Investment Services, LLC in Rancho Cucamonga, CA and has over 11 years of experience in the finance industry.

2
Rahmatullah R. Tameez
CRD#: 4855903
10832 Laurel Street, Suite 203, Rancho Cucamonga, CA 91730
90
Wealthminder
score

Rahmatullah Tameez (CRD# 4855903) is an Investment Advisor Representative working at Legacy Investment Services, LLC in Rancho Cucamonga, CA and has over 5 years of experience in the finance industry.

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