Legacy Wealth Management, LLC

Legacy Wealth Management, LLC (CRD# 304659) is a financial advisory firm headquartered in Ridgeland, MS. They manage $304,881,021 in 55 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
300 Concourse Blvd, Suite 102, Ridgeland, MS 39157
https://mylegacy.ms
By the Numbers
  • Total Assets Under Management
    305
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $5,543,291
Compensation Options
  • A percentage of assets under your management
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.

LA, MS, TX

Financial Advisors at Legacy Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Forbes Watson, financial advisor Ridgeland MS
Forbes L. Watson
CRD#: 1050748
300 Concourse Blvd, Suite 102, Ridgeland, MS 39157

Forbes Watson (CRD# 1050748) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Ridgeland, MS and has over 13 years of experience in the finance industry.

2
Maggie Hartness, financial advisor Ridgeland MS
Maggie N. Hartness
CRD#: 7535157
300 Concourse Blvd, Suite 102, Ridgeland, MS 39157

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.

3
Reid Watson, financial advisor Ridgeland MS
Reid M. Watson
CRD#: 7832093
300 Concourse Blvd, Suite 102, Ridgeland, MS 39157

Reid Watson (CRD# 7832093) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Ridgeland, MS and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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