Legacy Financial Group
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About this Advisor
Melanie Tanaka is an investment advisor in Torrance, California. Currently an investment advisor at Legacy Financial Group, they have gathered 17 years of practice in the financial advisory industry. Tanaka has Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Tanaka is registered to work with customers in California and Texas. Their career trajectory has included roles at Legacy Financial Group, LLC, Aig Financial Advisors, Inc and Sagepoint Financial, Inc. Legacy Financial Group is based out of Torrance, California. As an advisor firm, Legacy Financial Group manages $115 million in assets dispersed across 397 client accounts and employs seven staff members. The firm's total assets under management makes it one of the mid-sized financial advisory firms in the country. The firm manages 25 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 7% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Legacy Financial Group provides financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include 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
Melanie Tanaka Work History
Melanie has 17 years of experience.
Sagepoint Financial, Inc
Legacy Financial Group, LLC
Aig Financial Advisors, Inc
Melanie Tanaka has disclosures.
Please visit their SEC profile for more details.