linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Branden Curtiss Bosch

Legacy Wealth Management Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Branden? Claim Your Profile

About Branden Curtiss Bosch

Branden Bosch is an Investment Advisor Representative with Legacy Wealth Management Group, Inc. located in Lynchburg, VA. Branden has been in the industry since 2014 and has been with Legacy Wealth Management Group, Inc. since August 2022. Branden has Series 7, 66 and SIE securities licenses. Branden specializes in financial planning, portfolio management for individuals and corporations and insurance sales. In addition to the firm, Branden is also involved in other businesses, including Legacy Auditorium, LLC, a rental facility, and Lynchburg Life Saving & First Aid Crew, a non-profit CPR training organization.

Firm Information

Branden Bosch is currently registered with Legacy Wealth Management Group, Inc.. Legacy Wealth Management Group, Inc. is an investment advisor located in LYNCHBURG, VA. They manage approximately $207,670,000 in regulatory assets and provide financial planning and portfolio management services to individuals, corporations, charitable organizations, and high-net-worth individuals. They also participate in wrap fee programs.
Legacy Wealth Management Group, Inc.

1971 ENGLISH TAVERN ROAD

LYNCHBURG, VA 24501

$207.67M

Assets Under Management

116

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Branden Bosch’s Registration & Firm History

VA

08/09/2022 - Present

Legacy Wealth Management Group, Inc. (LYNCHBURG VA)

VA

09/23/2016 - 12/27/2016

WADDELL & REED (LYNCHBURG VA)

VA

04/07/2014 - 09/22/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LYNCHBURG VA)

Not sure if Branden Curtiss Bosch is right for you?

Licenses & Designations

BOTH

Issued 06/20/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/27/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Branden Curtiss Bosch.
Not sure if Branden Curtiss Bosch is right for you?