Adam C. Legler

Role
Senior Financial Advisor at Vanguard
Location
Dallas-Fort Worth, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Adam C. Legler

I am a CERTIFIED FINANCIAL PLANNER™ professional. I am Series 7 and 66 licensed. I earned…

Experience

  1. Senior Financial Advisor

    Vanguard

    Jun 2023 — Present

Skills

  • Public Speaking
  • Microsoft Excel
  • Wealth Management
  • Financial Statements
  • Group Training
  • Customer Service
  • Leadership
  • Financial Planning
  • Strength & Conditioning
  • Entrepreneurship
  • Personal Training
  • Intuit Proseries
  • Financial Accounting
  • Time Management
  • Microsoft Word
  • Athletic Training
  • Financial Analysis
  • Personal Financial Planning
  • Financial Services
  • Teamwork
  • Personal Finance
  • Running
  • Health Counseling

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Adam C. Legler — Senior Financial Advisor at Vanguard in Dallas-Fort Worth, TX, US | Unifers