Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, member FINRA / SIPC. Investment Advisory Services offered through Legacy Wealth Asset Management. Legacy Wealth is independently owned and operated. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck. Legacy Wealth is a Member Firm of M Financial Group.
Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities. Compliance File Number: 5390712.1
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