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RR

Rebecca J. Rawlinson

LEGACY WEALTH MANAGEMENT
Memphis, TN 38120-1443
Some features on this profile are disabled
CRD#: 4875414
RR

Professional summary

Rebecca Jeanne Rawlinson, CFP®, who also goes by Rebecca Jeanne Housholder, is a registered financial advisor currently at LEGACY WEALTH MANAGEMENT, LLC located in Memphis, Tennessee.

Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Rebecca has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rebecca Jeanne Housholder

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca Jeanne Rawlinson's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2007

Experience

Current

August 28, 2007 - Present

LEGACY WEALTH MANAGEMENT, LLC

Office #1: 1715 Aaron Brenner Dr. Suite 301, Memphis, TN 38120-1443
RIA
CRD#: 108619
Memphis, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LEGACY WEALTH MANAGEMENT, LLC
LEGACY WEALTH MANAGEMENT INC | LEGACY WEALTH MANAGEMENT, LLC

CRD#: 108619 / SEC#: 801-18073

RIA
Registered Investment Advisory firm - (12/23/1982 Approved)

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
Tennessee
(8/28/2007)

Exams

Current Firm

LW
LEGACY WEALTH MANAGEMENT, LLC
LEGACY WEALTH MANAGEMENT INC | LEGACY WEALTH MANAGEMENT, LLC

CRD#: 108619 / SEC#: 801-18073

RIA
Registered Investment Advisory firm - (12/23/1982 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1715 Aaron Brenner Dr. Suite 301, Memphis, TN 38120-1443
Mailing Address
Phone number
(901) 758-9006
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (25 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LEGACY WEALTH MANAGEMENT ADV PART 2 (3/13/2026)

Regulatory assets under management

Total Number of Accounts4,667
AUM (Assets Under Management)$ 2,657,303,544

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/28/2025
Cover Page
Report
04/22/2024
Cover Page
Report

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.

Company Information

LEGACY WEALTH MANAGEMENT, LLC

CRD#: 108619Memphis, TN 38120-1443

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