Samuel
Allman
Legacy Wealth Management, LLC
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About this Advisor
Samuel Allman is a financial advisor working in Boise, Idaho, with a total of 2 years of industry experience. Allman is an employee of Legacy Wealth Management, LLC. Their career trajectory has included roles at Baseball Umpire, Ken Berry Baseball/Tpua Baseball, Capital Financial Group, Security Benefit, Federal Reserve Bank Of Kansas City, Triune Financial Partners, First Business Bank, Kansas City Country Club, Johnson County Sheriff'S Office, Washburn University and Legacy Wealth Management. Allman has a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Idaho. Legacy Wealth Management, LLC is an advisory business headquartered in Boise, ID. The company has offices in six locations and a total of 36 advisors. It manages $251 million in assets under management between its 2,921 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 2,921 accounts, just 7% are associated with high-net-worth clients who have more than $1 million in assets. The firm performs 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 fee schedules are based on which services the firm provides the client. Fee types charged by Legacy Wealth Management, LLC can include any combination of 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
Samuel Allman Work History
Samuel has been registered as a financial advisor for 2 years.*
Legacy Wealth Management
Kansas City Country Club
Johnson County Sheriff'S Office
Triune Financial Partners
First Business Bank
Federal Reserve Bank Of Kansas City
Security Benefit
Capital Financial Group
Washburn University
Baseball Umpire, Ken Berry Baseball/Tpua Baseball
*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 Samuel Allman 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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