Unclaimed
Lincoln Michael West is an investment advisor representative with Legacy Wealth Management, LLC. Lincoln is registered with the state of Idaho and Utah. Lincoln has been in the industry since 2022 and is a Series 65 licensed professional. Lincoln has worked at Family First Life and Legacy Integrated LLC before joining Legacy Wealth Management, LLC. Lincoln has a degree from BYU Idaho and has worked at various other jobs in the past.
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.
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UT
12/05/2024 - Present
Legacy Wealth Management, LLC (Woodscross UT)
IA
Issued 04/06/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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