Rex Charles Emery
Investment adviser representative at Legacy Wealth Partners, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$646MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Legacy Wealth Partners, LLCMar 2025 to now
- Aveo Capital Partners, LLCMay 2014 to Apr 2025
- Dmk Advisor GroupMay 2014 to Mar 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CO).
Legacy Wealth Partners, LLC
$646MAssets managed
1,064Clients
9Advisers
1 yearIn 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
- 4739051
- Firm CRD
- 333032