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).

By the Numbers
  • Total Assets Under Management
    276
    MILLION
  • Total Number of Accounts
    2,921
    ACCOUNTS
  • Average Account Value
    $94,449
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Legacy Wealth Management, LLC
Showing 1 - 10 of 26 top financial advisors.
1
Peter C. Covino
CRD#: 3107080
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713

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.

2
Lydon J. Crane
CRD#: 7060071
635 Birch Drive, Burley, ID 83318

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.

3
Miguel A. Delgado
CRD#: 6304636
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713

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.

4
Michael I. Dunlap
CRD#: 5368000
Hayden, ID

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.

5
Janel Durfee
CRD#: 4147196
1423 S. Higley Road, Suite #128, Mesa, AZ 85206

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.

6
Joseph S. Escujuri
CRD#: 7074990
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713

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.

7
Acen Hansen
CRD#: 6629140
13965 W Chinden Blvd, Suite 100, Boise, ID 83713

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.

8
James B. Lewis
CRD#: 4721138
1388 Ala Moana Blvd., #1704, Honolulu, HI 96814

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.

9
Justin C. Martin
CRD#: 5423666
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713

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.

10
Andy A. Rad
CRD#: 6121333
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713

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.

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