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Individual Portfolio Analysis

Legends Financial Services offers individual portfolio analysis, a progress in which we examine every investment held in a portfolio and evaluate how it affects the overall performance. This analysis is designed to discover the amount of diversification and the asset allocation within the portfolio and determine ways to help mitigate identified risks.

 

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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/S IPC. Insurance products offered through LPL Financial or its licensed affiliates. Legends Bank and Legends Financial Services are not registered broker/dealers and are not affiliated with LPL Financial.
Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, GA, lA, IL, IN, KS, KY, MS, Ml, NC, NY, TN, TX, VA, WA, WI, WV, and WY.