linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Edward Malekan

Legacy Wealth Management, LLC

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

About Edward Malekan

Edward Malekan is an Investment Advisor Representative with Legacy Wealth Management, LLC. Edward's professional experience includes roles at 20/20 Capital Management, Inc. and Eternity Financial Alliance, Inc. Edward has been in the industry for more than 15 years and is registered as an Investment Advisor Representative in the state of California. Edward holds the Series 65 license and has also been in the insurance industry since 2008. Legacy Wealth Management, LLC provides investment advice and financial planning for individuals, high-net-worth individuals and pension and profit-sharing plans.

Firm Information

Edward Malekan is currently registered with Legacy Wealth Management, LLC. Legacy Wealth Management, LLC is an investment advisor registered with the SEC. Located in Boise, Idaho, the firm has 11 licensed agents, 23 investment advisor representatives, and 16 investment advisory functions. They manage over $373 million in assets for 3,537 clients, primarily high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. They offer a range of advisory services including financial planning, portfolio management for individuals, and selection of other advisors.
Legacy Wealth Management, LLC

13965 W. CHINDEN BLVD.

BOISE, ID 83713

$373.21M

Assets Under Management

Not reported

Total Clients

26

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

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

advisory consulting

Advisory consulting

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.

Edward Malekan’s Registration & Firm History

CA

01/17/2024 - Present

Legacy Wealth Management, LLC (Newport Beach CA)

Not sure if Edward Malekan is right for you?

Licenses & Designations

IA

Issued 01/11/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Edward Malekan.
Not sure if Edward Malekan is right for you?