Unclaimed
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.
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
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)
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
Active
Inactive
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