Courtney Hays Wages
Investment adviser representative at Legacy Wealth Management, LLC
16 yearsExperience
1 stateRegistered in
$2.7BFirm assets
43 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.
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
- Seminars and workshops
Experience
16 years in the industry.
- Legacy Wealth Management, LLCJul 2025 to now
- Presbyterian Day SchoolAug 2019 to May 2025
- Emmanuel United MethodistAug 2017 to Jul 2019
- HomemakerAug 2010 to Jun 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
Legacy Wealth Management, LLC
Legal name: Legacy Wealth Management Inc
$2.7BAssets managed
1,475Clients
16Advisers
43 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
- 4767261
- Firm CRD
- 108619