Julie Kay Marshall
Director Of OperationsLegacy Wealth Management, LLCCRD 8247460
About Julie Kay Marshall
Julie Kay Marshall is listed as Director Of Operations at Legacy Wealth Management, LLC in Boise, ID. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Legacy Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Julie Kay Marshall work?
Julie Kay Marshall is listed as Director Of Operations at Legacy Wealth Management, LLC on SEC Form ADV.
How much of Legacy Wealth Management, LLC does Julie Kay Marshall own?
Form ADV reports a beneficial ownership band of Under 5%.
Legacy Wealth Management, LLC
| Title | Director Of Operations |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |