Legacy Wealth Management, LLC
Legacy Wealth Management, LLC (CRD# 174767) is a financial advisory firm headquartered in Boise, ID. They manage $275,886,111 in 2,921 accounts and serve the financial needs of clients across 42 states (or territories).
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Total Assets Under Management276MILLION
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Total Number of Accounts2,921ACCOUNTS
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Average Account Value$94,449
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
Peter Covino (CRD# 3107080) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 25 years of experience in the finance industry.
Lydon Crane (CRD# 7060071) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Burley, ID and has over 5 years of experience in the finance industry.
Miguel Delgado (CRD# 6304636) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 9 years of experience in the finance industry. Miguel Delgado has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Dunlap (CRD# 5368000) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Hayden, ID and has over 16 years of experience in the finance industry. Michael Dunlap has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Janel Durfee (CRD# 4147196) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Mesa, AZ and has over 23 years of experience in the finance industry.
Joseph Escujuri (CRD# 7074990) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 5 years of experience in the finance industry.
Acen Hansen (CRD# 6629140) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 6 years of experience in the finance industry.
James Lewis (CRD# 4721138) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Honolulu, HI and has over 20 years of experience in the finance industry.
Justin Martin (CRD# 5423666) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 16 years of experience in the finance industry.
Andy Rad (CRD# 6121333) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 9 years of experience in the finance industry.