Zachary Gerald Legge
Professional Summary
Zachary Gerald Legge, who also goes by Zachory Gerald Legge, is a registered financial advisor currently at BUILDER ADVISOR GROUP, LLC located in Corte Madera, California. Zachary is registered as a RR (Registered Representative) and started their career in finance in 2021. Zachary has worked at 1 firm and has passed the Series 63, Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Zachory Gerald Legge
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Years of Experience
7 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
BUILDER ADVISOR GROUP, LLC
Contact Information
Main Address
770 Tamalpais Drive Suite 401b, Corte Madera, CA 94925Mailing Address
770 Tamalpais Drive Suite 401b, Corte Madera, CA 94925Phone Number
(415) 561-0600Established
California since 10/25/2010Firm Type
Limited Liability CompanyFiscal Year End
MarchFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
1Similar Advisors
LPL FINANCIAL LLC
ROYAL PALMS CAPITAL, LLC
D.A. DAVIDSON & CO.
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(5/20/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Mar 2021About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Zachary Gerald Legge's CRS (Customer Relationship Summary).
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