Legacy Financial Group
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About this Advisor
Matthew Drehs is a financial advisor based in Torrance, California, who has 11 years of professional experience. Drehs is on the advisory team at Legacy Financial Group. Over the course of their career, Drehs has held roles at H.D. Vest Investment Services, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, H.D. Vest Advisory Services, Sagepoint Financial, Inc and Legacy Financial Group. Drehs has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in California. Legacy Financial Group is a registered investment firm that has its headquarters in Torrance, California. It oversees $98 million in assets among its 391 client accounts, placing it among the smaller investment advisory firms in the United States by assets under management. Of its 391 accounts, just 8% are associated with high-net-worth clients who have more than $1 million in assets. Legacy Financial Group performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually vary depending on which services the firm provides the client. However, fee types charged by Legacy Financial Group most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Legacy Financial Group Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Matthew Drehs Work History
Matthew has 12 years of experience.
Sagepoint Financial, Inc
Legacy Financial Group
H.D. Vest Investment Services
H.D. Vest Advisory Services
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Matthew Drehs has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Legacy Financial Group