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Wallace L
CFP®, Series 66
Port St Lucie, FL
W. V. Legg Financial Management LLC
Wallace Legg is a CFP® professional with 16 years of experience in financial advising. He has been operating W. V. Legg Financial Management LLC since 2012 in Port St Lucie, FL. The firm provides portfolio management and pension consulting services to individual investors and a select group of corporate and employee benefit plan clients. It manages approximately $22.8 million, focusing on non-discretionary, client-directed advice that incorporates both fundamental and technical analysis with an emphasis on mutual funds and ETFs. The firm is notable for its specialized pension consulting services and its work with corporate plan sponsors, including compliance with ERISA fiduciary requirements.
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