Maggie Hartness (CRD# 7535157) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Ridgeland, MS and has over 2 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Wealth Management, LLC | Ridgeland, MS | Jan 2022 - Current | 2 |
| Bryant Songy Snell Global Partners | Ridgeland, MS | Jan 2021 - Dec 2021 | < 1 |
| Diaz Law Firm | Madison, MS | Oct 2020 - Jan 2021 | < 1 |
| Madison Chiropractic And Wellness | Madison, MS | Mar 2020 - Aug 2020 | < 1 |
| The Mississippi Bar | Jackson, MS | Mar 2018 - Feb 2020 | 1 |
| Unemployed | Madison, MS | Oct 2017 - Feb 2018 | < 1 |
| Full-time Student | Tuscaloosa, AL | Aug 2017 - Oct 2017 | < 1 |
| The Mississippi Bar | Jackson, MS | Jan 2017 - Aug 2017 | < 1 |
| Gouras And Associates | Madison, MS | Aug 2016 - Aug 2017 | 1 |
| Mississippi College - Full-time Student | Clinton, MS | Aug 2013 - May 2017 | 3 |
| The Mississippi Bar | Jackson, MS | May 2016 - Aug 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- MS
-
Total Assets Under Management305MILLIONS
-
Total Number of Accounts55ACCOUNTS
-
Average Account Value$5,543,291
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
LA, MS, TX
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