Legacy Private Client Group, Inc.

Legacy Private Client Group, Inc. (CRD# 159063) is a financial advisory firm headquartered in Kamas, UT. They manage $36,573,762 in 204 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Legacy Private Client Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
Ryan N. Shubin
CRD#: 4367965
1500 W. Balboa Blvd., Newport Beach, CA 92663

Ryan Shubin (CRD# 4367965) is an Investment Advisor Representative working at Legacy Private Client Group, Inc. in Newport Beach, CA and has over 19 years of experience in the finance industry.

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