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Laura Jean Dill

Legacy Wealth Management, LLC

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About Laura Jean Dill

Laura Jean Dill is an Investment Advisor Representative at Legacy Wealth Management, LLC in Dieterich, IL, and Boise, ID. Laura has been in the financial industry since 2002 and is registered with the state of Illinois. Laura offers financial planning, portfolio management for individuals and selection of other advisers to her clients.

Firm Information

Laura Dill 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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Laura Dill’s Registration & Firm History

IL

05/18/2023 - Present

Legacy Wealth Management, LLC (Dieterich IL)

IL

10/19/2018 - 01/22/2020

LPL FINANCIAL LLC (EFFINGHAM IL)

IL

02/07/2018 - 10/22/2018

CETERA ADVISOR NETWORKS LLC (EFFINGHAM IL)

IL

01/02/2003 - 09/23/2009

RAYMOND JAMES FINANCIAL SERVICES, INC. (EFFINGHAM IL)

MN

03/01/2002 - 08/01/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/01/2002 - 08/01/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 05/17/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/07/2018

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 03/08/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/28/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Laura Jean Dill. Review regulatory record here.
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