Richard Baer

from Legacy Capital Group California, Inc.
SEC regulated
Regulated Investment Advisor
Richard Baer is a financial advisor based in California, Los Gatos, with 45 years of experience. Richard currently works for Legacy Capital Group California, Inc.. Richard maintains a S63 license (Uniform Securities Agent State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Richard Baer works at Legacy Capital Group California, Inc.
Legacy Capital Group California, Inc. is a financial advisory firm based in Los Gatos, California. It currently has approximately $424,110,455 of assets under management and employs about 14 people. Legacy Capital Group California, Inc. uses a fee structure of a percentage of assets under your management, fixed fees, commissions and referral fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
9 years
Fee structure
A percentage of assets under your management, fixed fees, commissions and referral fees
Office location
459 Monterey Avenue, Suite 100, Los Gatos, California, 95030

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