Assistant Portfolio Support at Legacy Wealth Management Group - Boise City, ID, US
Operations Manager
Contact Temple Whitaker
Client Coordinator
Contact Julie Rad
Wealth Advisor
Contact Lavea CAIA
Assistant
Contact Grace Flanner
CERTIFIED FINANCIAL PLANNER/ Managing Partner
Contact Linda Eden-Wallace
Junior Partner
Contact Garrison Headley
Financial Advisor, CFP Practitioner
Contact Jeff CFP
Independent Registered Investment Advisor