Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Oakes is an Investment Adviser Representative with Legacy Wealth Management, LLC. Robert is a registered Investment Adviser Representative in Idaho. Robert has been in the industry since July 1992. Robert has a Series 65 license. In addition to Robert's role at Legacy Wealth Management, LLC, Robert is also a 25% owner of Rupert Business Associates, LLC, a commercial real estate ownership company. Robert is also a 33% owner of Golden Lakes Prop. LLC, another commercial real estate ownership company. Robert is also the 100% owner of Mohave RBB, LLC, a residential rental property company.
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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ID
01/20/2022 - Present
Legacy Wealth Management, LLC (Burley ID)
IA
Issued 01/20/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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