Unclaimed
Derick O'niel Legg is a registered Investment Advisor Representative (IAR) with Gibbs Wealth Management, LLC in Alpharetta, Georgia. Derick O'niel Legg specializes in providing financial advice and portfolio management services to individuals and high-net-worth individuals. Derick O'niel Legg is also a registered Investment Advisor Representative (IAR) in California and Utah. Derick O'niel Legg also works as an agent for TFS Financial Insurance Services located in St. George, Utah.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
09/06/2024 - Present
Gibbs Wealth Management, LLC (Newhall CA)
IA
Issued 07/01/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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