Rahmatullah R. Tameez

LEGACY INVESTMENT SERVICES

Rancho Cucamonga, CA 91730

Some features on this profile are disabled

CRD#: 4855903

Professional summary

Rahmatullah R Tameez, who also goes by Rami Tameez, is a registered financial advisor currently at LEGACY INVESTMENT SERVICES, LLC located in Rancho Cucamonga, California.

Rahmatullah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Rahmatullah has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rami Tameez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) LEGACY FINANCIAL & INSURANCE SERVICES, LLC; INSURANCE AGENT; RANCHO CUCAMONGA, CA; APPROXIMATELY 25% OF TIME SPENT IN THIS BUSINESS; 03/2005. 2) FULLERTON COLLEGE; NOT INVESTMENT RELATED; FULLERTON, CA, TEACHING; PROFESSOR; 01/2022; APPROXIMATELY 16 HRS/MO, DURING SECURITIES TRADING 0 HRS/MO 3) CALIFORNIA STATE UNIVERSITY SAN BERNARDINO; NOT INVESTMENT RELATED; SAN BERNARDINO, CA, TEACHING; PROFESSOR; 01/2022; APPROXIMATELY 32 HRS/MO, DURING SECURITIES TRADING 0 HRS/MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rahmatullah R Tameez's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 31, 2014 - Present

LEGACY INVESTMENT SERVICES, LLC

Office #1: 10832 Laurel Street Suite 203, Rancho Cucamonga, CA 91730

RIA

CRD#: 144127

Rancho Cucamonga, CA

Past

August 20, 2020 - December 31, 2020

ASHLAND INVESTMENT ADVISERS

RIA

CRD#: 139525

TORRANCE, CA

Past

August 8, 2011 - August 7, 2012

GRADIENT SECURITIES, LLC

CRD#: 127701

RANCHO CUCAMONGA, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(3/7/2022)

IAR

California
(7/31/2014)

IAR

Nevada
(5/2/2022)

IAR

Texas
(5/20/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/29/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/20/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/5/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LEGACY INVESTMENT SERVICES, LLC

CRD#: 144127 / SEC#:

Arizona

Registered Investment Advisory firm - (3/7/2022 Approved)

California

Registered Investment Advisory firm - (2/29/2008 Approved)

Louisiana

Registered Investment Advisory firm - (11/15/2024 Approved)

Nevada

Registered Investment Advisory firm - (5/2/2022 Approved)

Tennessee

Registered Investment Advisory firm - (11/17/2025 Approved)

Texas

Registered Investment Advisory firm - (5/20/2019 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

10832 Laurel Street Suite 203, Rancho Cucamonga, CA 91730

Mailing Address

Phone number

(909) 948-0700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	185
AUM (Assets Under Management)	$ 33,656,845

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Ryan Perry

FALCON WEALTH PLANNING, INC.

IAR

ONTARIO, CA

Gabriel Shahin

FALCON WEALTH PLANNING, INC.

IAR

ONTARIO, CA

Quinn Carranza

FALCON WEALTH PLANNING, INC.

IAR

ONTARIO, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Rahmatullah R. Tameez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rahmatullah R Tameez's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACY INVESTMENT SERVICES, LLC

ASHLAND INVESTMENT ADVISERS

GRADIENT SECURITIES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/29/2014

Series 63

Date: 7/20/2011

Series 6

Date: 8/5/2011

Current Firm

LEGACY INVESTMENT SERVICES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEGACY INVESTMENT SERVICES, LLC

TRUST BUT VERIFY

Similar Advisors