Jake Marcoux

Legacy Capital

300 Red Brook Blvd
Suite 320

Owings Mills, MD 21131

240-643-2337

what do you want for your legacy?

About Legacy Capital

At Legacy Capital, we take the time to understand what's truly important to you and we deliver personalized strategies that are consistent with your dreams and values. t's really never too early to begin thinking about leaving a legacy and our experienced team is committed to helping you achieve financial freedom through our highly customized and comprehensive planning approach. We can help you prepare for whatever life brings- both the expected and the unexpected- with personalized advice that is as unique as you are. Working together, we can help you feel more confident, connected and in control of your financial future and we will strive to deliver a thoughtful and distinctive client experience to earn your trust for the long-term.

General Information

Firm Start Year

2003

No.of Employees

10-19

CRD#

4673912

Firm CRD#

n/a

Name of Broker/Dealer

Ameriprise

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

I have over 18 years experience supporting clients in achieving their financial goals. My team and I can help in areas of: *** Investments *** Retirement Planning *** Social Security Strategies *** Financial Planning *** Tax & Estate Planning *** Business and Exit Strategies

Work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Services

Investment Types

Exchange Traded Funds (ETFs), FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Mutual Funds, Mortgages & Real Estate, Commodities, Alternative Investments, Insurance, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Office, Via Phone, Our Office, Your Home, Video Conference, Our Offices

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, ChFC^®, CLU^®

Securities Licenses

Series 26, Series 7, Series 66

Insurance and Annuity Licenses

Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Casualty, Property, Disability, Variable Life

Firm Information

Firm's Number of Clients

250

Firm's Number of Planning Clients

200

Assets Managed by Firm

350,000,000

Assets Managed by Advisor

350,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Flat Fee

Fee % Based on Assets

Tier Based

Hourly Rate

$100

Additional Details on Charges

We're not going to be the cheapest, nor the most expensive, however our clients feel that our cost are fair for the value we provide.

Education

Bachelors of Science in Business Administration - Finance and Accounting

Waynesburg University
09/1999 - 05/2003

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