SW
Steven Wachs
from Legacy Consulting Group
Steven Wachs is a financial advisor based in Texas, Plano,
with 37 years of experience. Steven currently works for
Legacy Consulting Group.
Steven maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser 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
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Steven Wachs works at Legacy Consulting Group
Legacy Consulting Group is a financial advisory firm based in Plano, Texas. It currently has approximately $257,277,288 of assets under management and employs about 4 people. Legacy Consulting Group uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
5340 Legacy Drive, Ste 165, Plano, Texas, 75024
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting