Melanie
Tanaka

Legacy Financial Group

CRD#2084929
Investment Advisor
in Torrance, CA
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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

Series 63, Series 65

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

990 West 190 Street Suite 520
Torrance, CA 90502-4461

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Legacy Financial Group Brokerage Details

Total Assets Under Management

$98,334,539

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

391

CA Average: 3,727
Average Account Size

$251,495

CA Average: $2,033,427

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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.

2009 - Present (10 years)

Sagepoint Financial, Inc

2001 - Present (18 years)

Legacy Financial Group, LLC

2005 - 2009 (4 years)

Aig Financial Advisors, Inc

Disclosures

Melanie Tanaka has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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