Legacy Road LLC

Legacy Road LLC (CRD# 157356) is a financial advisory firm headquartered in , . They manage $18,980,966 in 191 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $99,377
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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.

CA

Financial Advisors at Legacy Road LLC
Showing 1 - 2 of 2 top financial advisors.
1
Laurence B. Richards
CRD#: 5149386
Carlsbad, CA
93
Wealthminder
score

Laurence Richards (CRD# 5149386) is an Investment Advisor Representative working at Legacy Road LLC in Carlsbad, CA and has over 11 years of experience in the finance industry.

2
Brett E. Gottlieb
CRD#: 3245674
5650 El Camino Real, Suite #123, Carlsbad, CA 92008
69
Wealthminder
score

Brett Gottlieb (CRD# 3245674) is an Investment Advisor Representative working at Legacy Road LLC in Carlsbad, CA and has over 18 years of experience in the finance industry.

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