Our Firm

Legamaro Financial Services Inc., an independent financial services firm, was founded in 1997. Tim Legamaro, a registered representative of LPL, financial advisor, and registered securities principal of LPL is the founder and president of Legamaro Financial Services. Mr. Legamaro has an extensive background in banking, finance, investments, retirement plannning, and insurance. Josie Cortez, Branch Operations Manager  of Legamaro Financial Services, has been with the firm since 1997 and has been working along side Mr. Legamaro for over 25 years.

Tim Legamaro, President, CFS, AIF®  Tim.Legamaro@LegamaroFS.com

 

 

 

 

 

 

 

Alex Legamaro, LPL Investment Advisor Representative  Alex.Legamaro@LegamaroFS.com

 

 

 

 

 

 

Josie Cortez, Branch Operations Manager   Josie.Cortez@LegamaroFS.com

 

 

 

 

 

 

 

 

Anna Alejos, Administrative/Sales Assistant  Anna.Alejos@LegamaroFS.com

Anna is an associated person of LPL.

 

 

 

 

 

 

 

 

TIMOTHY C. LEGAMARO 

LEGAMARO FINANCIAL SERVICES, INC.                                January 1997 - Present

President,Certified Fund Specialist and Registered Representative, LPL

Brokerage Services and Financial Planning Services

CITIZENS BANK, Corpus Christi                                        January 1994 - January 1997

Senior Vice President and Manager

Bank Brokerage Services/Registered Representative

Responsible for the set-up and ongoing management of the bank's brokerage services department and assisting clients in financial management

CORPUS CHRISTI NATIONAL BANK, Corpus Christi            June 1984 - January 1997

Senior Vice President

Investment Services Division/Portfolio Management

Responsible for managing the bank's $400 million investment and funding portfolio, asset-liability management, and assisting institutional and retail clients in financial management

AMERICAN BANK, Corpus Christi                                            January 1981 - June 1984

Assistant Vice President

Bank Operations

Responsible for cash management, financial accounting and related controller functions

OFFICE OF COMPTROLLER OF CURRENCY, Corpus Christi  August 1979 - Jan. 1981

National Bank Examiner

Responsible for monitoring bank performance, internal controls, and bank management structures

EDUCATION                                                      

Texas A&M University, Corpus Christi

Masters in Business Administration

Finance/Marketing 1984  

University of Texas at Austin 

Bachelors in Business Administration                                                                                       Management 1979

University of Great Falls, Great Falls, MT   

Associates in Science                                                                                                         Accounting 1978

PROFESSIONAL

Accredited Investment Fiduciary, Series 7, 24, & 63 Securities Registered held through LPL, Group I LIfe, Accident & Health License, Certified Fund Specialist (CFS®)

PREVIOUS AWARDS/AFFILIATIONS

LPL 2018 Chairman*, FIve Star Professional Wealth Manager 2015, 2016 & 2017 Winner**, First Dan Black Belt TaeKwonDo, Del Mar College Adjunct Professor, Advisory Board Warm Springs Rehab, Graduate Leadership Corpus Christi XVII

* Based on annual production

** Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of  2015, 2016 & 2017  Five Star Wealth Managers.

ALEX LEGAMARO

LEGAMARO FINANCIAL SERVICES, INC.                                January 2019 - Present

LPL Investment Advisor Representative

FIDELITY INVESTMENTS, Westlake, Texas.                            June 2015 - January 2019

High Net Worth Representative

CAPITAL FARM CREDIT,Bryan, Texas                                     June 2014

Human Resource Assistant

LEGAMARO FINANCIAL SERVICES, INC.                               2011-2013

Sales Assistant, Invest

EDUCATION                                                      

Texas A&M University, College Station

Bachelors in Business Administration -Finance  2015

Professional

Series 7 & 66 Securities Registered held through LPL Financial. Group I LIfe, Accident & Health License

 

JOSIE H. CORTEZ

LEGAMARO FINANCIAL SERVICES, INC.                     January 1997 - Present

Branch Operations Manager

CITIZENS BANK, Corpus Christi                                    July 1994 - January 1997

Investment Officer/Bank Brokerage Services/Registered Representative

Responsible for the operational and ongoing management of the bank's brokerage services department.

CORPUS CHRISTI NATIONAL BANK, Corpus Christi     August 1981 - July 1994

Sr. Safekeeping Coordinator/Investment Services Division/Portfolio Management

Responsible for the investment operations and safekeeping of securities for institutional and retail clients.

Professional

Series 7 & 63 Securities Registered held through LPL Financial, Group I Life, Accident , and Health license, Group 4 Variable Contract Agents license

 

ANNA ALEJOS

LEGAMARO FINANCIAL SERVICES, INC.                                August  2005 - Present

Administrative/Sales Assistant, LPL