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Wilfred W Henderson

Legacy Wealth Management, LLC

Ridgeland, MS

CRD 2646260

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Employer firm

Legacy Wealth Management, LLC CRD 304659

$459M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Legacy Wealth Management, Llc

300 Concourse Blvd, Suite 102, Ridgeland, MS 39157 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2024-08-27
MS RA APPROVED 2024-08-13
TX RA APPROVED 2024-08-13
  • LA RA
    APPROVED
    Since 2024-08-27
  • MS RA
    APPROVED
    Since 2024-08-13
  • TX RA
    APPROVED
    Since 2024-08-13

Branch Locations

300 Concourse Blvd, Suite 102, Ridgeland, MS 39157 • 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
Ubs Financial Services Inc Jackson MS 03/2015 08/2024
Legacy Wealth Management, Llc Ridgeland MS 08/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-04
S63 Uniform Securities Agent State Law Examination 1995-10-10
  • S66 Uniform Combined State Law Examination
    2007-12-04
  • S63 Uniform Securities Agent State Law Examination
    1995-10-10
Other Names
  • Wes Henderson
  • Wilfred Wesley Henderson
  • Wilfred Wesley Henderson
  • Wilfred W Henderson

View on SEC IAPD

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