WL
William J. Larson
WEALTH LEGACY GROUP
SAN DIEGO, CA 92123
CRD#: 8147516
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WL
William Jacob LarsonWEALTH LEGACY GROUP
Professional summary
William Jacob Larson is a registered financial advisor currently at WEALTH LEGACY GROUP, INC. located in San Diego, California.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. William has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view William Jacob Larson'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®
NoneExperience
Current
May 21, 2026 - Present
WEALTH LEGACY GROUP, INC.
Office #1: 4540 Kearny Villa Road Suite 114, San Diego, CA 92123RIA
CRD#: 145705
SAN DIEGO, 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
California(5/21/2026)
Current Firm
WL
WEALTH LEGACY GROUP, INC.
WEALTH LEGACY GROUP, INC.
CRD#: 145705 / SEC#:
California
Registered Investment Advisory firm - (2/19/2008 Approved)Nevada
Registered Investment Advisory firm - (12/31/2013 Terminated)Texas
Registered Investment Advisory firm - (3/8/2019 Conditional Restricted)Loading...
Contact information
Main Address
4540 Kearny Villa Road Suite 114, San Diego, CA 92123
Mailing Address
Phone number
(858) 569-0633
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 139 |
| AUM (Assets Under Management) | $ 88,605,145 |
Red Flags
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