Lydon Joseph Crane

Employer firm

Legacy Wealth Management, LLC CRD 174767

$629M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → Present
  Lt Grigotts Pc
  Burley, ID
• 01/2019 → Present
  Legacy Wealth Management, Llc
  Boise, ID

Other Businesses

Member of Phillips, Oakes, Goodwin, Crane & Co 05/2016 - Present Member of Rupert Business Associates 01-2016 - Present Member of Burley Professional Building 01/2016 - Present BKJL, LLC 11/2020 - Present None of these businesses are investment related P.O Box 608 Burley, ID 83318 Accounting Business, except the last was a property development business President in Gringotz, Member in the other businesses I devote a lot of time to POJC 2100 hours a year LT Greengotz 4 hours a month The other businesses have about an hour annually POJC has all of the hours during trading hours, the rest do not. I am an accountant

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-16