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Carson Skaggs is an Investment Advisor Representative at Legacy Wealth Management, LLC. Carson is registered with the state of Idaho. Carson has been in the financial services industry since 2013. Carson has passed the Uniform Investment Adviser Law Examination. Carson has experience working in various roles, including as a cashier, customer service representative, and financial advisor. Carson specializes in providing financial advice to individuals, families, and small businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisory consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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ID
03/07/2022 - Present
Legacy Wealth Management, LLC (BOISE ID)
IA
Issued 03/07/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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