Robert
Oakes

Legacy Wealth Management, LLC

CRD#7492263
Investment Advisor
in Burley, ID

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About this Advisor

Robert Oakes is a financial advisor who works in Burley, Idaho with a total of 1 year of relevant experience. Oakes is currently employed by Legacy Wealth Management, LLC. They have spent their entire career at Legacy Wealth Management, Llc. Oakes maintains a Series 65 license, designating them as an investment advisor representative, and can serve investors in Idaho. Legacy Wealth Management, LLC is an advisory company that has its headquarters in Boise, ID. It has offices in six locations and a total of 36 advisors. It oversees $251 million in assets between its 2,921 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 2,921 accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors largely are based on which service is provided. However, fees billed by Legacy Wealth Management, LLC most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

1710 Overland Ave
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

Robert Oakes Work History

Robert has been registered as a financial advisor for 1 years.*

1992 - Present (32 years)

Phillips, Oakes, Goodwin, Crane, Pllc

*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 Robert Oakes 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
Andy Rad
Boise, ID
Justin Martin
Boise, ID
Benjamin Schamber
Boise, ID
Benjamin Lee
Bountiful, UT
Lincoln West
Boise, ID
Kyler Burke
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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