Maggie Traxler Hartness
Investment adviser representative at Legacy Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$458.6MFirm assets
7 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Legacy Wealth Management, LLCJan 2022 to now
- Bryant Songy Snell Global PartnersJan 2021 to Dec 2021
- Diaz Law FirmOct 2020 to Jan 2021
- Madison Chiropractic and WellnessMar 2020 to Aug 2020
- The Mississippi BarMar 2018 to Feb 2020
- UnemployedOct 2017 to Feb 2018
- Full-time StudentAug 2017 to Oct 2017
- The Mississippi BarJan 2017 to Aug 2017
- Gouras and AssociatesAug 2016 to Aug 2017
- Mississippi College - Full-time StudentAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MS).
Legacy Wealth Management, LLC
$458.6MAssets managed
97Clients
4Advisers
7 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
- 7535157
- Firm CRD
- 304659