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Rahmatullah R Tameez

Legacy Investment Services, LLC

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About Rahmatullah R Tameez

Rahmatullah Tameez is an investment advisor representative with Legacy Investment Services, LLC. Rahmatullah is also a Professor and has been in the industry since 2005. Rahmatullah has been registered with the Securities and Exchange Commission since 2011. He has a Series 6, Series 63 and Series 65 license. Rahmatullah specializes in providing pension consulting and selection of other advisors. He is licensed in Arizona, California, Nevada and Texas. He also has the following other business activities: Insurance agent with Legacy Financial & Insurance Services, LLC, Professor with Fullerton College and California State University San Bernardino.

Firm Information

Rahmatullah Tameez is currently registered with Legacy Investment Services, LLC. Legacy Investment Services, LLC is a Registered Investment Adviser offering services including pension consulting and selection of other advisers.

Not reported

Assets Under Management

1,000

Total Clients

3

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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other

Referral fees/pension consulting fees

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Rahmatullah Tameez’s Registration & Firm History

CA

05/20/2019 - Present

Legacy Investment Services, LLC (RANCHO CUCAMONGA CA)

CA

08/08/2011 - 08/07/2012

GRADIENT SECURITIES, LLC (RANCHO CUCAMONGA CA)

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Licenses & Designations

IA

Issued 07/29/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/20/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rahmatullah R Tameez.
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