Ramon Paolo Montano Hechanova

Employer firm

Legacy Investment Services, LLC CRD 144127

$47.7M regulatory AUM 1,600 advisory clients

Reported services (Item 5G)

• 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

• 03/2025 → 05/2026
  Wells Fargo Clearing Services, Llc
  Rancho Cucamonga, CA
• 08/2018 → 05/2026
  Wells Fargo Bank, Na
  Rancho Cucamonga, CA
• 07/2015 → 07/2018
  Us Bank
  Chino Hills, CA
• 08/2026 → Present
  Legacy Investment Services, Llc
  Rancho Cucamonga, CA
• 05/2026 → Present
  Legacy Financial And Insurance Services Llc
  Rancho Cucamonga, CA

Other Businesses

LEGACY FINANCIAL AND INSURANCE SERVICES, LLC; INV REL; RANCHO CUCAMONGA, CA; INS SALES AND SERVICES; INS AGENT; 05/2026; 160 HRS/MO; 100 HRS/MO DUR SEC TRD; INS SALES AND SERVICES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-04
• S63 Uniform Securities Agent State Law Examination
  2025-06-27

Other Names

• Ramon Hechanova