Miguel Delgado, financial advisor Boise ID

Miguel Delgado

CRD Number: 6304636
Current Firm: Legacy Wealth Management, LLC

Miguel Delgado (CRD# 6304636) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 9 years of experience in the finance industry. Miguel Delgado has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Legacy Wealth Management, LLC Boise, ID Oct 2023 - Current < 1
Lion Street Financial San Ramon, CA May 2021 - Oct 2023 2
Lion Street Advisors San Ramon, CA May 2021 - Oct 2023 2
Ameritas Investment Corp Lincoln, NE Apr 2014 - May 2021 7
Ameritas Life Insurance Corp Lincoln, NE Apr 2014 - May 2021 7
David White & Associates San Ramon, CA Aug 2012 - May 2021 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2014
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Miguel A. Delgado
Phone Number: 208-955-0500
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    276
    MILLIONS
  • Total Number of Accounts
    2,921
    ACCOUNTS
  • Average Account Value
    $94,449
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY

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