Rex Charles Emery

CFP

Legacy Wealth Partners, LLC

21 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management

Legacy Wealth Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

697 clients

Average Client Portfolio

$809K average

Assets Under Management

$563.9M

Fee Structure

Minimum Investment:None

Location

215 Union Blvd., Suite 215, Lakewood, CO, 80228

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History

Regulatory History (1)

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Customer Dispute

April 2012

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Rex is a partner and co-owner of Project Black, LLC, investing in pre-IPO companies, and a shareholder in Get SNUG Inc., an estate planning website, dedicating minimal time to each. Rex is also an insurance agent with Legacy Wealth Partners, spending about 10-20% of his time selling fixed insurance products, including life insurance, disability insurance, and non-variable annuities.

Employment History

Current Registrations

Legacy Wealth Partners, LLC

March 2025 - Present · 11 mos

Previous Registrations

Aveo Capital Partners, LLC

November 2014 - April 2025 · 10 yrs 5 mos

Dmk Advisor Group, INC.Broker

May 2014 - September 2022 · 8 yrs 4 mos

AXA Advisors, LLC

May 2005 - May 2014 · 9 yrs

AXA Advisors, LLCBroker

March 2004 - May 2014 · 10 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.