Legacy Financial Group

Investment Advisor
in Torrance, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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



Office Location

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Legacy Financial Group Brokerage Details

Total Assets Under Management


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


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


CA Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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 (11 years)

Sagepoint Financial, Inc

2001 - Present (19 years)

Legacy Financial Group, LLC

2005 - 2009 (4 years)

Aig Financial Advisors, Inc


Melanie Tanaka has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Legacy Financial Group

Donald Tanaka
Torrance, CA
Ann Cooper
Torrance, CA
Matthew Drehs
Torrance, CA
Melanie Tanaka
Torrance, CA
Ray Day
Torrance, CA

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started