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CRD#: 339752
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for PACIFICA LEGACY Comes From
Understanding the Statistics for PACIFICA LEGACY and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
No Information
Employees
Total
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Registered
No Information
Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
Athol, ID
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at PACIFICA LEGACY
Martin Lee Robbins II
IAR
RR
CRD#: 5764885
Location:
Norwell, MA 02061
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
15 years
Michael Gregory Jensen
IAR
CRD#: 5848722
Location:
Irvine, CA 92614
Company:
FALCON WEALTH PLANNING, INC.
Disclosures:
Experience:
13 years
ML
Martha Elizabeth Linsley
PR
CRD#: 5052605
Location:
New York, NY 10036-8293
Company:
MORGAN STANLEY & CO. LLC
Disclosures:
Experience:
20 years
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