Unclaimed
Jaime Redfern is a registered Investment Advisor Representative with Legacy Wealth Management, LLC. Jaime is also an active Investment Advisor Representative in Idaho. Jaime has been working in the financial industry since 2008. Jaime holds the Series 65 license. Jaime has prior experience with LEDJR Tax and Jim Geddings CPA LLP. Jaime is a registered Investment Advisor Representative and has been with Legacy Wealth Management, LLC since 2017. Jaime is dedicated to providing excellent service to clients.
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.
1
2
ID
02/09/2021 - Present
Legacy Wealth Management, LLC (BOISE ID)
IA
Issued 09/07/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Jaime Redfern is the right advisor for you? Invested Better is here to help.