Legacy Private Client Group, Inc.

Legacy Private Client Group, Inc. (CRD# 159063) is a financial advisory firm headquartered in Newport Beach, CA. They manage $110,503,122 in 481 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    481
    ACCOUNTS
  • Average Account Value
    $229,736
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, TX

Financial Advisors at Legacy Private Client Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Todd E. Lunsford
CRD#: 4630375
4675 Macarthur Ct., Suite 600, Newport Beach, CA 92660
93
Wealthminder
score

Todd Lunsford (CRD# 4630375) is an Investment Advisor Representative working at Legacy Private Client Group, Inc. in Newport Beach, CA and has over 13 years of experience in the finance industry.

2
Roberto Roman
CRD#: 4609381
4675 Macarthur Ct., Suite 600, Newport Beach, CA 92660
83
Wealthminder
score

Roberto Roman (CRD# 4609381) is an Investment Advisor Representative working at Legacy Private Client Group, Inc. in Newport Beach, CA and has over 11 years of experience in the finance industry.

3
Ryan N. Shubin
CRD#: 4367965
501 Aviator Drive, Ste C, Fort Worth, TX 76179
36
Wealthminder
score

Ryan Shubin (CRD# 4367965) is an Investment Advisor Representative working at Legacy Private Client Group, Inc. in Fort Worth, TX and has over 15 years of experience in the finance industry.

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