James Legg

VP - Sr. Financial Consultant

+1 856-446-2275

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

20 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2024-present
  • VP Financial Advisor, Merrill Lynch, 2022-2024
  • VP Private Client Advisor, JP Morgan, 2016-2022
  • VP Financial Solutions Advisor, Merrill Lynch, 2006-2016

Education

    Personal interests and affiliations

      Standard mailing address:

      Charles Schwab & Co, Inc
      Omaha Operation Center
      P.O. Box 2339
      Omaha, NE 68103

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