Jamshid
Sharifi
Legacy Wealth Management Inc
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About this Advisor
Jamshid Sharifi is a financial advisor who works out of Manassas, Virginia who has 9 years of industry experience. Sharifi works at Legacy Wealth Management Inc. Over the course of their career, they have held roles at Legacy Wealth Management Inc, Legacy Associates Inc and Lans. Sharifi maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Texas and Virginia. Legacy Wealth Management Inc is a firm operating out of Manassas, VA. It administers $105 million in assets under management among its 780 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 780 accounts, just 3% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on the services. Fees billed by Legacy Wealth Management Inc most likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Legacy Wealth Management Inc Brokerage Details
$104,571,244
3
780
$134,066
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jamshid Sharifi Work History
Jamshid has been registered as a financial advisor for 9 years.*
Legacy Wealth Management Inc
Legacy Wealth Management Inc
Lans
Legacy Associates Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jamshid Sharifi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Legacy Wealth Management Inc
Manassas, VA
Manassas, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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