Joseph C. Mcelwee
Professional summary
Joseph C Mcelwee, CFP®, who also goes by Joe Mcelwee, Joseph Mcelwee, is a registered financial advisor currently at LEGACY WEALTH PLANNING GROUP located in Tampa, Florida.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Joseph has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph C Mcelwee's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 29, 2023 - Present
LEGACY WEALTH PLANNING GROUP
September 13, 2006 - July 12, 2023
T. ROWE PRICE ADVISORY SERVICES, INC.
March 9, 2006 - July 12, 2023
T. ROWE PRICE INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/29/2023)
(9/29/2023)
(11/17/2023)
Exams
Current Firm
LEGACY WEALTH PLANNING GROUP
CRD#: 327818 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 43 |
| AUM (Assets Under Management) | $ 26,410,771 |
Red Flags
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