DL
DL

Derick O'niel Legg

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
56 advisors
Number of Clients
4,407 clients
Average Client Portfolio
$145K average
Assets Under Management
$639.2M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

3980 Old Milton Parkway, Alpharetta, GA, 30005

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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

Derick works as an agent at TFS Financial Insurance Services, selling annuities since January 2024. This activity is investment-related and takes about a quarter of his time.

Employment History
Current Registrations
Gibbs Wealth Management, LLC
September 2024 - Present · 1 yr 5 mos
State Registrations2 states
CAUT
Advisor
Exams
No exam information available for this advisor.