LEGACY WEALTH MANAGEMENT, LLC of RIDGELAND, MS is an SEC-registered investment adviser (CRD 304659). Regulatory assets under management: $458.6M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Forbes Lewis Watson | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| WATSON FORBES LEWIS | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| BELL CHARLES ROSS | CHIEF EXECUTIVE OFFICER; SOLE MEMBER | — |
| Bartlam Jennifer Cathcart | CHIEF COMPLIANCE OFFICER | — |