Maggie Traxler Hartness

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:

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

Current Employers

Employment History

• 01/2022 → Present
  Legacy Wealth Management, Llc
  Ridgeland, MS
• 01/2021 → 12/2021
  Bryant Songy Snell Global Partners
  Ridgeland, MS
• 10/2020 → 01/2021
  Diaz Law Firm
  Madison, MS
• 03/2020 → 08/2020
  Madison Chiropractic And Wellness
  Madison, MS
• 03/2018 → 02/2020
  The Mississippi Bar
  Jackson, MS
• 10/2017 → 02/2018
  Unemployed
  Madison, MS
• 08/2017 → 10/2017
  Full-Time Student
  Tuscaloosa, AL
• 01/2017 → 08/2017
  The Mississippi Bar
  Jackson, MS
• 08/2016 → 08/2017
  Gouras And Associates
  Madison, MS
• 08/2013 → 05/2017
  Mississippi College - Full-Time Student
  Clinton, MS

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-21

Other Names

• Maggie Nicole Traxler
• Maggie Nicole Hartness