Legacy Wealth Management Group, Inc.

Legacy Wealth Management Group, Inc. (CRD# 322235) is a financial advisory firm headquartered in Lynchburg, VA. They manage $207,670,000 in 1,338 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1971 English Tavern Road, Lynchburg, VA 24501
https://www.lynchburglegacy.com
By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    1,338
    ACCOUNTS
  • Average Account Value
    $155,209
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
The map below shows states where this firm has explicit registration only.

FL, MI, NC, NH, PA, TX, VA

Financial Advisors at Legacy Wealth Management Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Branden Bosch, financial advisor Lynchburg VA
Branden C. Bosch
CRD#: 6294473
1971 English Tavern Road, Lynchburg, VA 24501

Branden Bosch (CRD# 6294473) is an Investment Advisor Representative working at Legacy Wealth Management Group, Inc. in Lynchburg, VA and has over 9 years of experience in the finance industry.

2
Mark Boccarossa, financial advisor Lynchburg VA
Mark C. Boccarossa
CRD#: 7557936
1971 English Tavern Road, Lynchburg, VA 24501

Mark Boccarossa (CRD# 7557936) is an Investment Advisor Representative working at Legacy Wealth Management Group, Inc. in Lynchburg, VA and has over 2 years of experience in the finance industry.

3
Jacob Zody, financial advisor Lynchburg VA
Jacob C. Zody
CRD#: 7745913
1971 English Tavern Road, Lynchburg, VA 24501

Jacob Zody (CRD# 7745913) is an Investment Advisor Representative working at Legacy Wealth Management Group, Inc. in Lynchburg, VA 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