RA
Roger Alan Shake
CRD 1302570
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Legacy Cg Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Legacy Cg Llc
Vp/Sec/Treas. · Less than 5% · Mar 2024
-
Legacy Cg Llc
Trustee · GP / trustee / elected manager · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗