Legion Wealth Management LLC

Legion Wealth Management LLC (CRD# 168706) is a financial advisory firm headquartered in McKinney, TX. They manage $14,597,005 in 55 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $265,400
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

TX

Financial Advisors at Legion Wealth Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Daniel D. Rogowski
CRD#: 5992688
6951 Virginia Pkwy, Suite 300, McKinney, TX 75071
90
Wealthminder
score

Daniel Rogowski (CRD# 5992688) is an Investment Advisor Representative working at Legion Wealth Management LLC in McKinney, TX and has over 4 years of experience in the finance industry.

2
Antonio N. Bokaie
CRD#: 6391529
6951 Virginia Pkwy, Suite 300, McKinney, TX 75071
88
Wealthminder
score

Antonio Bokaie (CRD# 6391529) is an Investment Advisor Representative working at Legion Wealth Management LLC in McKinney, TX and has over 2 years of experience in the finance industry.

3
Stacy J. Draggoo
CRD#: 6431324
McKinney, TX
87
Wealthminder
score

Stacy Draggoo (CRD# 6431324) is an Investment Advisor Representative working at Legion Wealth Management LLC in McKinney, TX and has 1 year of experience in the finance industry.

4
Kenneth J. Lee
CRD#: 6383525
6951 Virginia Pkwy, Suite 300, McKinney, TX 75071
87
Wealthminder
score

Kenneth Lee (CRD# 6383525) is an Investment Advisor Representative working at Legion Wealth Management LLC in McKinney, TX and has 1 year of experience in the finance industry.

5
Ivan Vujosevic
CRD#: 6092773
6951 Virginia Pkwy, Suite 300, McKinney, TX 75071
69
Wealthminder
score

Ivan Vujosevic (CRD# 6092773) is an Investment Advisor Representative working at Legion Wealth Management LLC in McKinney, TX and has over 2 years of experience in the finance industry.

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