Lincoln
West
Legacy Wealth Management, LLC
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About this Advisor
Lincoln West is a financial advisor based out of Boise, Idaho. West is on the advisory team at Legacy Wealth Management, LLC. Over the course of their career, they have held roles 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 Student. West has a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Idaho. Legacy Wealth Management, LLC is a registered investment company that has its headquarters in Boise, ID. The company has offices in six locations and a total of 36 employees. It controls $251 million in assets under management between its 2,921 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 2,921 customer accounts, just 7% are associated with high-net-worth clients who have more than $1 million in assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules typically are based on the services offered. Fees billed by Legacy Wealth Management, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Legacy Wealth Management, LLC Brokerage Details
$251,413,146
36
2,921
$86,071
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Lincoln West Work History
Lincoln has been registered as a financial advisor for 0 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Burley, ID
Bountiful, UT
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Bountiful, UT
Boise, ID
The content in this profile was updated by SmartAsset on 4/16/2023. 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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