Our Firm
Legamaro Financial Services Inc., is an independent financial services firm founded in 1997 providing clients with investment, income and retirement planning, and insurance services. 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. Alex Legamaro, President of Legamaro Financial Services, joined the firm in 2019 after several years with Fidelity Investments. Alex is a CERTIFIED FINANCIAL PLANNER™, and an Investment Advisor Representative of LPL Financial. Alex provides investment advice and service to clients of Legamaro Financial Services as well as investment research for the firm. Josie Cortez, Branch Operations Manager of Legamaro Financial Services, has been with the firm since 1997 and has been working along- side Mr. Legamaro since 1987. Ms. Cortez provides operational support for all trading activities as well as customer service. Anna Alejos is the firm’s front office administrative support and the voice you likely hear first when you contact our office, she has been with the firm since 2005. In addition to customer service Mrs. Alejos also serves as the firm’s documentation manager, and assists with compliance.
Tim Legamaro, CEO, CFS, AIF®
Alex Legamaro, President, CFP®
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
CEO, Certified Fund Specialist and LPL Registered Representative
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 (AIF®), Certified Fund Specialist (CFS®), Series 7, 24, 52,53,65 & 63. Securities Registered held through LPL, Group I LIfe, Accident & Health License,
PREVIOUS AWARDS/AFFILIATIONS
LPL 2018, 2019 & 2020 Chairman's council*, 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
* 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.
ALEX LEGAMARO
LEGAMARO FINANCIAL SERVICES, INC. January 2019 - Present
President, CERTIFIED FINANCIAL PLANNER™ and 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 Financial