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Patrick Scott Wilson

Legacy Wealth Management, LLC

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About Patrick Scott Wilson

Patrick Wilson is a financial advisor with Legacy Wealth Management, LLC. Patrick is a registered investment advisor in California and has a combined 21 years of experience in the industry. Prior to joining Legacy Wealth Management, LLC, Patrick worked at Crown Capital Securities, L.P. in Newport Beach, California. Patrick holds the Series 7, Series 63, Series 66, and SIE licenses. Patrick specializes in providing financial planning, advisory consulting, and portfolio management for individuals and businesses.

Firm Information

Patrick Wilson 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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Patrick Wilson’s Registration & Firm History

ID

07/12/2021 - Present

Legacy Wealth Management, LLC (BOISE ID)

CA

07/02/2002 - 07/09/2021

CROWN CAPITAL SECURITIES, L.P. (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 11/14/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/12/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/02/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Scott Wilson.
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