Sean
Buxton
Legacy Capital Group California, Inc
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About this Advisor
Sean Buxton is a financial advisor based in Los Gatos, California, working with Legacy Capital Group California, Inc. Sean has previously held positions at Legacy Capital Group California, Lion Street Financial, and React Investment Solutions, LLC. Sean has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in California. Currently, Sean is part of Legacy Capital Group California, Inc, which operates out of Los Gatos, California. The firm has 1 office and 18 employees. The firm manages assets totaling $444.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Legacy Capital Group California, Inc includes asset-based, fixed, commission-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Legacy Capital Group California, Inc Brokerage Details
$444,003,481
18
1,678
$264,603
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Sean Buxton Work History
Lion Street Financial
Legacy Capital Group California
React Investment Solutions, LLC
Disclosures
Please visit the SEC profile of Sean Buxton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Legacy Capital Group California, Inc
Los Gatos, CA
Los Gatos, CA
Los Gatos, CA
Los Gatos, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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