My Legacy Advisors, LLC
My Legacy Advisors, LLC (CRD# 290675) is a financial advisory firm headquartered in Bend, OR. They manage $374,091,174 in 445 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management374MILLION
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Total Number of Accounts445ACCOUNTS
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Average Account Value$840,654
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, HI, OR, TX, WA
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.
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.
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.
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.
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.