Peter
Covino
Legacy Wealth Management, LLC
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About this Advisor
Peter Covino is a financial advisor who works in Boise, Idaho. Covino currently works for Legacy Wealth Management, LLC. Over the course of their career, Covino has held roles at Prospera Financial Services, Inc, American Independent Securities Group, LLC and Legacy Wealth Management, LLC. Covino holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Idaho. Legacy Wealth Management, LLC is a financial advisory company headquartered in Boise, ID. The firm has offices in six locations and a total of 36 people on staff. It administers $251 million in total assets across its 2,921 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 2,921 client accounts, just 7% belong to high-net-worth individuals who have greater than $1 million in assets. Legacy Wealth Management, LLC 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 fees typically vary depending on which services the firm provides the client. However, fee types billed by Legacy Wealth Management, LLC can include 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
Peter Covino Work History
Peter has been registered as a financial advisor for 0 years.*
Legacy Wealth Management, LLC
American Independent Securities Group, LLC
Prospera Financial Services,Inc
*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 Peter Covino 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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