Home
Team
Services
Community Connections
Blog
Women in Finance
Tools & Resources
Contact

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

Office: (310) 756-1700

Fax: (310) 756-1710

19191 South Vermont Avenue

Suite 100

Torrance, CA 90502

melaniet@legfingrp.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

SagePoint Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities offered through SagePoint Financial, Inc., a registered broker/dealer, Member FINRA/SIPC. Investment advisory services offered through Legacy Financial Group, LLC, a registered investment advisor not affiliated with SagePoint Financial, Inc. This communication is strictly intended for individuals residing in the states of CA, OH, TX, and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Legacy Financial Group, LLC is a registered investment advisor in the States of California, Texas, and Washington. Legacy Financial Group, LLC may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.