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Reid Mathis Watson

Legacy Wealth Management, LLC

Ridgeland, MS

CRD 7832093

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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
MS RA APPROVED 2024-01-02
  • MS RA
    APPROVED
    Since 2024-01-02

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
Legacy Wealth Management, Llc Ridgeland MS 01/2023 Present
Bank Of Yazoo Yazoo City MS 07/2019 12/2022
Full Time Student Oxford MS 08/2015 05/2019
Cindy Crane Real Estate Jackson MS 06/2017 07/2017
Bank Of Yazoo Yazoo City MS 06/2018 07/2018
  • 01/2023 → Present
    Legacy Wealth Management, Llc
    Ridgeland, MS
  • 07/2019 → 12/2022
    Bank Of Yazoo
    Yazoo City, MS
  • 08/2015 → 05/2019
    Full Time Student
    Oxford, MS
  • 06/2017 → 07/2017
    Cindy Crane Real Estate
    Jackson, MS
  • 06/2018 → 07/2018
    Bank Of Yazoo
    Yazoo City, MS
Designations
  • Certified Financial Planner

View on SEC IAPD

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