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 FinancialAlex 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.










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


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


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, 


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.


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


Texas A&M University, College Station

Bachelors in Business Administration -Finance  2015


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



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.


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



LEGAMARO FINANCIAL SERVICES, INC.                                August  2005 - Present

Administrative/Sales Assistant, LPL Financial