seller-profile

Jake Marcoux

Legacy Capital

300 Red Brook Blvd, Suite 320

Owings Mills, MD 21131

240-643-2337

Connect with Jake

General Information

Firm Start Year

2003

No.of Employees

10-19

CRD#

4673912

Firm CRD#

n/a

Name of Broker/Dealer

Ameriprise

Years of Experience in Financial Services

18

Number of Years with Current Firm

1

Work Experience

I have over 18 years experience supporting clients in achieving their financial goals. My team and I can help in areas of: *** Investments *** Retirement Planning *** Social Security Strategies *** Financial Planning *** Tax & Estate Planning *** Business and Exit Strategies

I work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, ChFC®, CLU®

Securities Licenses

Series 26, Series 7, Series 66

Insurance and Annuity Licenses

Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Casualty, Property, Disability, Variable Life

Firm Information

Firm's Number of Clients

250

Firm's Number of Planning Clients

200

Assets Managed by Firm

350,000,000

Assets Managed by Advisor

350,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Flat Fee

Fee % Based on Assets

Tier Based

Hourly Rate

$100

Additional Details on Charges

We're not going to be the cheapest, nor the most expensive, however our clients feel that our cost are fair for the value we provide.

Education

Bachelors of Science in Business Administration - Finance and Accounting

Waynesburg University
09/1999 - 05/2003