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Professional and Financial Services, LLC

Sole MemberLegacy Wealth Management, LLC

About Professional and Financial Services, LLC

Professional and Financial Services, LLC is listed as Sole Member at Legacy Wealth Management, LLC in Ridgeland, MS. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Legacy Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Professional and Financial Services, LLC work?

Professional and Financial Services, LLC is listed as Sole Member at Legacy Wealth Management, LLC on SEC Form ADV.

How much of Legacy Wealth Management, LLC does Professional and Financial Services, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Legacy Wealth Management, LLC

TitleSole Member
OwnershipOver 75%
Control personYes
Since2018