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View Richard Baer’s profile on LinkedIn, a professional community of 1 billion members. Richard Baer, co-founder, and CEO of Legacy Capital Group California, has 39 years of…
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- Legacy Capital Group California
- Los Gatos, California
May 10, 2021 · React owners are: Richard Baer (37.5%), Brent Bunger (37.5%), Andy Baugh (20%) and Kim Lawson (5%). REACT shares office space and some employees with Legacy Capital Group California. Investors should note a conflict of interest exists due to the similar ownership between Legacy Capital Group California and REACT.
Richard Baer (CRD# 848798) is an Investment Advisor Representative working at Legacy Capital Group California, Inc. in Los Gatos, CA and has over 29 years of experience in the finance industry. Richard Baer has taken additional exams to become a Certified Financial Planner (CFP®).
- 459 Monterey Avenue, Suite 100, Los Gatos, 95030, CA
- 4.1B
Mr. Richard Baer serves as Co-Founder & Chief Executive Officer at Legacy Capital Group California. He has a B.A. Political Science from San Jose State University and Juris Doctorate from University of San Francisco. Contact Information. Primary Position. Co-Founder & Chief Executive Officer, Legacy Capital Group California. Education.
Jun 23, 2023 · Bunger and the two officially formed Legacy Capital Group California in 1992. Richard Baer and Brent Bunger are the principal owners of Legacy Capital Group California, Inc., each owning 47.5% of the privately held company. They created a company based on the guiding principle that the wealth of a client belongs to that client; it is their ...
Who is Legacy Capital Group California’s Co-Founder & Chief Executive Officer? See more information about Richard Baer. Get the details of Richard Baer's business profile including email address, phone number, work history and more.
- 459 Monterey Ave 100, Los Gatos, 95030, California
- Co-Founder & Chief Executive Officer
- (408) 399-6330
- Legacy Capital Group California
Sep 12, 2018 · Their customer alleges that Richard Baer ( CRD #848798), who is a registered representative of Lion Street Financial, LLC in Los Gatos, California, recommended he invest in LJM Preservation and Growth Fund, L.P.
