Maggie Hartness has been an investment adviser representative at Legacy Wealth Management since February 2023, and is not listed among the firm’s executive officers or direct owners.
Legacy Wealth Management, LLC is a Ridgeland, MS firm with $459M under management, 97 clients and 3 advisers in one office, as of its July 2026 filing.
- – present · 3 yearsRidgeland, MS · Adviser representative · Firm CRD 304659
Investment adviser representative registrations
Maggie Hartness is registered as an investment adviser representative in Mississippi, since February 2023.
- MississippiSince 10 February 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 March 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Maggie Traxler Hartness
- CRD
- 7535157
- Firm
- Legacy Wealth Management · CRD 304659
- Office
- 300 CONCOURSE BLVD, SUITE 102, Ridgeland, MS 39157
- Registration
- Investment adviser registration
- In the industry since
- February 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Maggie Hartness work?
Maggie Hartness is an investment adviser representative registered through Legacy Wealth Management, LLC since February 2023, and is not listed among the firm’s executive officers or direct owners.
Is Maggie Hartness a financial advisor?
Yes. Maggie Hartness has a current investment-adviser registration in Mississippi, through Legacy Wealth Management since February 2023.
How many years of experience does Maggie Hartness have?
Maggie Hartness has 3 years in the financial industry, since February 2023, across 1 adviser firm.
What exams has Maggie Hartness passed?
Maggie Hartness passed the Series 65 in March 2022.
Where is Maggie Hartness based?
Maggie Hartness’ registered office is in Ridgeland, MS.
Is Maggie Hartness registered with FINRA?
No. Maggie Hartness has no current broker registration.
How can I verify Maggie Hartness’ record?
Search CRD 7535157 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Maggie Hartness’ full registration record.
