Miguel
Delgado
Legacy Wealth Management, LLC
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About this Advisor
Miguel Delgado is a financial advisor based in Boise, Idaho, working with Legacy Wealth Management, LLC. Miguel has previously held positions at David White & Associates, Ameritas Investment Corp, Ameritas Life Insurance Corp, Lion Street Financial, Lion Street Advisors, and Legacy Wealth Management, LLC. Miguel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Miguel 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
Miguel Delgado Work History
Legacy Wealth Management, LLC
Lion Street Financial
Lion Street Advisors
Ameritas Investment Corp
Ameritas Life Insurance Corp
David White & Associates
Disclosures
Please visit the SEC profile of Miguel Delgado 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
Boise, ID
Burley, ID
Boise, ID
San Jose, CA
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