Michael H Legette
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Sep 2023 to now
- Charles Schwab Bank, SsbSep 2023 to now
- TD Ameritrade Investment Management, LLCFeb 2018 to Sep 2023
- TD Ameritrade, Inc.Feb 2018 to Sep 2023
- Scottrade, Inc.Mar 2017 to Sep 2018
- Pfs Investments Inc.Nov 2016 to Mar 2017
- Ups United Parcel ServiceNov 2016 to Dec 2016
- Primerica Financial ServicesOct 2016 to Mar 2017
- Adecco/bb&tJun 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (NC).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2499864
- Firm CRD
- 5393