Lincoln
West
Legacy Wealth Management, LLC
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About this Advisor
Lincoln West is a financial advisor based in Boise, Idaho, working with Legacy Wealth Management, LLC. Lincoln has previously held positions at YMCA Rock Wall, Cold Stone Creamery, Scentsy, Church Of Jesus Christ Of Latter Day Saints, BYU Idaho, Costa Vida, Evo Automation, Renu LLC, Family First Life, Legacy Integrated LLC, Legacy Wealth Management, and as a student. Lincoln has passed the Series 65 regulatory exam and is registered to provide services in Idaho. Currently, Lincoln is part of Legacy Wealth Management, LLC, which operates out of Boise, Idaho. The firm has 6 offices and 36 employees. The firm manages assets totaling $373.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Legacy Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Legacy Wealth Management, LLC Brokerage Details
$373,210,168
36
3,537
$105,516
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Lincoln West Work History
Legacy Wealth Management
Legacy Integrated LLC
Byu Idaho
Family First Life
Costa Vida
Evo Automation
Renu LLC
Scentsy
Church Of Jesus Christ Of Latter Day Saints
Cold Stone Creamery
Ymca Rock Wall
Student
Disclosures
Please visit the SEC profile of Lincoln West 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 Wealth Management, LLC
Boise, ID
Boise, ID
Bountiful, UT
Boise, ID
Burley, ID
Boise, ID
Boise, ID
Boise, ID
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