Oppenheimer & Co. Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Legaspi is a financial advisor based out of Los Angeles, California, who has been in the advisory business for 11 years. Legaspi is an advisor for Oppenheimer & Co. Inc. The advisor has gained experience at Us Bank, Shoreline Funding Inc, Jpmorgan Chase Bank Na, Chase Investment Services Corp, J.P. Morgan Securities LLC, Wells Fargo Advisors, LLC, Oppenheimer & Co. Inc and Wells Fargo Clearing Services, LLC. Legaspi holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Oppenheimer & Co. Inc is an advisory firm based in Los Angeles, California. The firm has offices in 77 locations and a total of 2,740 people on staff. It oversees $11 billion in total assets among its 21,879 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 92 charitable organizations. Of its 21,879 accounts, just 2% are held by high-net-worth investors who have at least $1 million in investable assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on the type of financial services. However, fees charged by Oppenheimer & Co. Inc can consist of asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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.
Oppenheimer & Co. Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michael Legaspi Work History
Michael has 11 years of experience.
Oppenheimer & Co. Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
J.P. Morgan Securities LLC
Jpmorgan Chase Bank Na
Chase Investment Services Corp
Shoreline Funding Inc
Michael Legaspi has disclosures.
Please visit their SEC profile for more details.