Legacy Investment Services, LLC

Legacy Investment Services, LLC (CRD# 144127) is a financial advisory firm headquartered in Rancho Cucamonga, CA. They serve the financial needs of clients across 4 states (or territories).

Current Firm Details
10832 Laurel Street, Suite 203, Rancho Cucamonga, CA 91730
https://www.linkedin.com/company/legacy-investment-services-llc/
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, NV, TX

Financial Advisors at Legacy Investment Services, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Mark Sharifi, financial advisor Rancho Cucamonga CA
Mark B. Sharifi
CRD#: 4865040
10832 Laurel St, Suite 203, Rancho Cucamonga, CA 91730

Mark Sharifi (CRD# 4865040) is an Investment Advisor Representative working at Legacy Investment Services, LLC in Rancho Cucamonga, CA and has over 16 years of experience in the finance industry.

2
Rahmatullah Tameez, financial advisor Rancho Cucamonga CA
Rahmatullah R. Tameez
CRD#: 4855903
10832 Laurel Street, Suite 203, Rancho Cucamonga, CA 91730

Rahmatullah Tameez (CRD# 4855903) is an Investment Advisor Representative working at Legacy Investment Services, LLC in Rancho Cucamonga, CA and has over 12 years of experience in the finance industry.

3
Tanya Tong, financial advisor Rancho Cucamonga CA
Tanya T. Tong
CRD#: 7839980
10832 Laurel Street, Suite 203, Rancho Cucamonga, CA 91730

Tanya Tong (CRD# 7839980) is an Investment Advisor Representative working at Legacy Investment Services, LLC in Rancho Cucamonga, CA and has 1 year 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