My Legacy Advisors, LLC

My Legacy Advisors, LLC (CRD# 290675) is a financial advisory firm headquartered in Bend, OR. They manage $298,490,588 in 426 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    298
    MILLION
  • Total Number of Accounts
    426
    ACCOUNTS
  • Average Account Value
    $700,682
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, HI, OR, TX, WA

Financial Advisors at My Legacy Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Suzanne L. Daniel
CRD#: 5484231
35 Nw Hawthorne Ave, Bend, OR 97703

Suzanne Daniel (CRD# 5484231) is an Investment Advisor Representative working at My Legacy Advisors, LLC in Bend, OR and has over 15 years of experience in the finance industry.

2
Matthew A. Hobson
CRD#: 5303519
35 Nw Hawthorne Ave, Bend, OR 97703

Matthew Hobson (CRD# 5303519) is an Investment Advisor Representative working at My Legacy Advisors, LLC in Bend, OR and has over 13 years of experience in the finance industry.

3
Mathew W. Hunnicutt
CRD#: 4653059
35 Nw Hawthorne Ave, Bend, OR 97703

Mathew Hunnicutt (CRD# 4653059) is an Investment Advisor Representative working at My Legacy Advisors, LLC in Bend, OR and has over 20 years of experience in the finance industry.

4
Chad E. Staskal
CRD#: 2921706
35 Nw Hawthorne Ave, Bend, OR 97703

Chad Staskal (CRD# 2921706) is an Investment Advisor Representative working at My Legacy Advisors, LLC in Bend, OR and has over 26 years of experience in the finance industry.

5
Ian P. Laimbeer
CRD#: 6547229
35 Nw Hawthorne Ave, Bend, OR 97703

Ian Laimbeer (CRD# 6547229) is an Investment Advisor Representative working at My Legacy Advisors, LLC in Bend, OR and has over 7 years of experience in the finance industry.

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