Rahmatullah Tameez
Rahmatullah Tameez is a registered investment advisor at Legacy Investment Services, LLC, based in Rancho Cucamonga, CA, with 11 years of industry experience. Rahmatullah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 217 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Investment Services offers investment advice on variable annuities and life insurance products. The annual fee will not exceed 1.5% of the assets managed. Fees are billed quarterly.
LIS also refers clients to third-party money managers. Clients will be billed according to the third-party money manager’s fee schedule.
Location
10832 Laurel Street, Suite 203, Rancho Cucamonga, CA, 91730
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rahmatullah is an insurance agent with Legacy Financial & Insurance Services, LLC, dedicating about a quarter of his time to this business. He also works as a professor at Fullerton College and California State University San Bernardino, spending about 10-20% of his time at each location.
Employment History
Current Registrations
Legacy Investment Services, LLC
Previous Registrations
Ashland Investment Advisers
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.