Lasting Legacy Wealth Management, LLC
Lasting Legacy Wealth Management, LLC (CRD# 328107) is a financial advisory firm headquartered in , . They manage $31,383,554 in 114 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Lasting Legacy Wealth Management, LLC
By the Numbers
-
Total Assets Under Management31MILLION
-
Total Number of Accounts114ACCOUNTS
-
Average Account Value$275,294
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)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN, MD, VA
Financial Advisors at Lasting Legacy Wealth Management, LLC
1
Melissa Carriles Biggham (CRD# 5337901) is an Investment Advisor Representative working at Lasting Legacy Wealth Management, LLC in Fort Washington, MD and has over 7 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.