Robert
Leggett
Wealthshield Partners, LLC
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About this Advisor
Robert Leggett is a certified financial planner and chartered financial analyst working in Cary, North Carolina who has 9 years of relevant experience. Leggett currently works for Wealthshield Partners, LLC. Over the course of their career, they have held roles at Wealthshield LLC, Wealthshield Partners, LLC, Compass Securities Corporation, Ubs Financial Services, Purshe Kaplan Sterling Investments and Emerald Asset Management. Leggett holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. Wealthshield Partners, LLC is a financial advisory company that has its headquarters in Cary, NC. It has offices in nine locations and a total of 29 advisors. It oversees $902 million in total assets between its 1,129 client accounts, making it one of the bigger firms in the country by assets under management. The firm advises one charitable organizations. Of its 1,129 customer accounts, 16% are held by high-net-worth clients who have more than $1 million in assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees largely are based on which services the firm provides the client. However, fee types charged by Wealthshield Partners, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthshield Partners, LLC Brokerage Details
$901,663,737
29
1,129
$798,639
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Leggett Work History
Robert has been registered as a financial advisor for 9 years.*
Wealthshield Partners, LLC
Compass Securities Corporation
Wealthshield LLC
Purshe Kaplan Sterling Investments
Emerald Asset Management
Ubs Financial Services
*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 Leggett 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 Wealthshield Partners, LLC
Cary, NC
Cary, NC
Cary, NC
Cary, NC
Raleigh, NC
Chatham, NJ
Raleigh, NC
Cary, NC
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.
