Babak Kooros

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

• 02/2022 → 06/2022
  Foundations Investment Advisors, Llc
  Irvine, CA
• 01/2019 → Present
  Intime Financial Alliance Insurance Solutions, Inc.
  Irvine, CA
• 07/2015 → 01/2019
  Syncis
  Gardena, CA
• 01/2011 → 12/2017
  Uber
  San Diego, CA
• 08/2022 → Present
  Legacy Wealth Management, Llc
  Boise, ID

Previous Registrations

• 2022-02-02 → 2022-06-17
  Foundations Investment Advisors Llc
  Phoenix, AZ
  Newport Beach, CA

Other Businesses

1. 01/2019 - Present: InTime Financial Alliance Insurance Solutions, Inc. - Investment Related Address: 4695 MacArthur Ct. FL 11. Newport Beach, CA 92660 Nature of Business: Insurance; Title/Position: CEO/Owner; Duties: Marketing, Sales, Management No. of Hours/Month engaging in this business and during securities trading hours: 20 hours a month, all during trading hours 2. 2019 - Present: Realtor - Investment Related Address: 4695 MacArthur Ct. FL 11. Newport Beach, CA 92660 Nature of Business: Real Estate ; Duties: Sales and Marketing No. of Hours/Month engaging in this business and during securities trading hours: 5 hours a month, none during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-10

Designations

• Chartered Financial Consultant

Other Names

• Bobby Kooros