Legacy Financial Group
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About this Advisor
Matthew Drehs is a financial advisor in Torrance, California. Currently a registered advisor at Legacy Financial Group, they have accrued 17 years of professional experience as a financial advisor. Drehs has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Drehs is able to work with clients in California. During their career, Drehs has held roles at H.D. Vest Investment Services, Citigroup Global Markets Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, H.D. Vest Advisory Services, Legacy Financial Group and Sagepoint Financial, Inc. Legacy Financial Group is based out of Torrance, California. As a registered advisory firm, Legacy Financial Group oversees $115 million in assets throughout 397 accounts and retains seven staff members. The amount of assets the firm manages places it among the mid-sized firms in the United States. The firm manages 25 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 7% of the investment firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Legacy Financial Group offers financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients 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 17 years of experience.
Legacy Financial Group
Sagepoint Financial, Inc
H.D. Vest Investment Services
H.D. Vest Advisory Services
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Citigroup Global Markets Inc
Matthew Drehs has no disclosures.
Please visit their SEC profile for more details.