W. V. Legg Financial Management LLC
W. V. Legg Financial Management LLC (CRD# 165372) is a financial advisory firm headquartered in , . They manage $12,747,506 in 24 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts24ACCOUNTS
Average Account Value$531,146
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Wallace Legg (CRD# 2809783) is an Investment Advisor Representative working at W. V. Legg Financial Management LLC in Port Saint Lucie, FL and has over 9 years of experience in the finance industry. Wallace Legg 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.