Lydon
Crane

Legacy Wealth Management, LLC

CRD#7060071
Investment Advisor
in Burley, ID

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About this Advisor

Lydon Crane is a financial advisor who works out of Burley, Idaho with a total of 4 years of industry experience. Crane is on the advisory team at Legacy Wealth Management, LLC. Over the course of their career, Crane has held roles at Lt Grigotts Pc, Pope, Phillips, Oakes, Goodwin & Co and Legacy Wealth Management, LLC. Crane has a Series 65 license, designating them as an investment advisor representative, and can serve investors in Idaho. Legacy Wealth Management, LLC is a company that has its headquarters in Boise, ID. The firm has offices in six locations and a total of 36 employees. It controls $251 million in assets across its 2,921 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 2,921 accounts, just 7% are held by high-net-worth individuals who have greater than $1 million in assets. The company provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules typically depend on the financial services. However, fees billed by Legacy Wealth Management, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

635 Birch Drive
Burley, ID 83318

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Legacy Wealth Management, LLC Brokerage Details

Total Assets Under Management

$251,413,146

ID Average: $655,107,610
Total Number of Employees

36

ID Average: 12
Total Number of Accounts

2,921

ID Average: 770
Average Account Size

$86,071

ID Average: $850,789

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Lydon Crane Work History

Lydon has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Legacy Wealth Management, LLC

2016 - Present (8 years)

Lt Grigotts Pc

2013 - 2016 (3 years)

Pope, Phillips, Oakes, Goodwin & Co

*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 Lydon Crane 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

Lydon Crane
Burley, ID
Joseph Fisher
Bountiful, UT
Justin Martin
Boise, ID
Brian Crane
Boise, ID
Andy Rad
Boise, ID
Benjamin Lee
Bountiful, UT
Lincoln West
Boise, ID
Benjamin Schamber
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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