Tim Legamaro, CEO, CFS, AIF®
Founder and CEO
Tim Legamaro, a registered representative, financial advisor, and registered principal of LPL Financial, is the founder and CEO of Legamaro Financial Services. Mr. Legamaro has an extensive background in banking, finance, investments, retirement planning, and insurance.
PROFESSIONAL
Accredited Investment Fiduciary (AIF®), Certified Fund Specialist (CFS®), Series 7, 24, 52,53,65 & 63. Securities Registered held through LPL, Group I LIfe, Accident & Health License.
EDUCATION
Texas A&M University Corpus Christi
Masters in Business Administration Finance/Marketing - 1984
University of Texas at Austin
Bachelors in Business Administration Mgmt - 1979
University of Great Falls, Great Falls, MT
Associates in Science Accounting - 1978
EMPLOYMENT
LEGAMARO FINANCIAL SERVICES, INC.
January 1997 - Present
CEO, Certified Fund Specialist & LPL Registered Representative
Brokerage Services and Financial Planning Services
CITIZENS BANK, Corpus Christi, TX
January 1994 - January 1997
Senior Vice President & 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, Texas
June 1984 - January 1997
Senior Vice President - Investment Services Division/Portfolio Mgmt.
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, Texas
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, TX
August 1979 - Jan. 1981
National Bank Examiner
Responsible for monitoring bank performance, internal controls, and bank management structures
PREVIOUS AWARDS/AFFILIATIONS
LPL 2018 - 2024 Chairman's council*, FIve Star Professional Wealth Manager 2015, 2016, 2017 & 2022 Winner**, First Dan Black Belt TaeKwonDo, Del Mar College Adjunct Professor, Advisory Board Warm Springs Rehab Hospital, Graduate Leadership Corpus Christi XVII
* Achievement is based on annual production among LPL Advisors only. Chairman's Council is awarded to less than 1% of the firm's advisors.
** 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.