EM
EM

Edward Malekan

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
2,121 clients
Average Client Portfolio
$225K average
Assets Under Management
$476.5M

Fee Structure

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Location

4695 MacArthur Ct, Floor 11, Newport Beach, CA, 92660

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Edward works as an insurance agent at EF Agency, dedicating full-time hours to this role. He started this position in May 2008.

Employment History
Current Registrations
Legacy Wealth Management, LLC
January 2024 - Present · 2 yrs 1 mo
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.