Robert
Oakes
Legacy Wealth Management, LLC
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About this Advisor
Robert Oakes is a financial advisor based in Burley, Idaho, working with Legacy Wealth Management, LLC. Robert has previously held a position at Phillips, Oakes, Goodwin, Crane, Pllc. Robert has passed the Series 65 regulatory exam and is registered to provide services in Idaho. Currently, Robert is part of Legacy Wealth Management, LLC, which operates out of Burley, 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
Robert Oakes Work History
Phillips, Oakes, Goodwin, Crane, Pllc
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
Boise, ID
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Bountiful, UT
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Burley, ID
Boise, ID
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Dieterich, IL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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