Best Investors Account Sign in
Inactive

Logan T Stamm

Legacy Wealth Management Group, Inc.

Lynchburg, VA

CRD 8007762

Claim This Profile
Employer firm

Legacy Wealth Management Group, Inc. CRD 322235

$290M regulatory AUM 220 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Legacy Wealth Management Group, Inc.

1971 English Tavern Road, Lynchburg, VA 24501 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-11-06
  • VA RA
    APPROVED
    Since 2024-11-06

Branch Locations

1971 English Tavern Road, Lynchburg, VA 24501 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legacy Wealth Management Group, Inc. Lynchburg VA 06/2024 11/2024
Legacy Wealth Management Group, Inc. Lynchburg VA 11/2024 Present
Healey Company Pittsburgh PA 05/2016 04/2024
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-05
  • S65 Uniform Investment Adviser Law Examination
    2024-11-05

View on SEC IAPD

Nearby Firms

DAVENPORT & COMPANY LLC
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Nearby Investors

DENNIS ROBERT BRADSHAW
DAVID ALEXANDER HEPPNER
SAMUEL BRAGG WADDELL

Nearby Offices

DAVENPORT & COMPANY LLC · LYNCHBURG, VA
LPL FINANCIAL LLC · LYNCHBURG, VA
LPL FINANCIAL LLC · LYNCHBURG, VA

More in Lynchburg, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor