Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Charles Zody is an Investment Advisor Representative at Legacy Wealth Management Group, Inc. Jacob has been in the financial industry for over 5 years. Jacob is registered with the state of Virginia and holds the Series 65 license. Jacob specializes in providing financial planning and portfolio management services for individuals and charitable organizations. Legacy Wealth Management Group, Inc. is a financial advisor firm located in Lynchburg, Virginia. The firm provides financial planning and portfolio management services to individuals, corporations, and charitable organizations.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
VA
05/22/2023 - Present
Legacy Wealth Management Group, Inc. (LYNCHBURG VA)
IA
Issued 04/27/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jacob Zody is the right advisor for you? Invested Better is here to help.
