The Legacy Group - Morgan Stanley Team - LAGUNA NIGUEL, CA
Morgan Stanley
The Legacy Group
at Morgan Stanley
Consulting Group
28202 CABOT RD STE 500
LAGUNA NIGUEL, CA 92677
tel: (949) 365-5378
fax: (949) 365-5398

Walter Kaminski, Michael Harden, Roger Cregg

Michael Harden
Michael Harden
Senior Vice President
Financial Advisor
tel: (949) 717-5405
toll free: (800) 468-3352
fax: (949) 717-5333

View my profile on LinkedIn

Professional Details
  • Office: 660 Newport Center Dr., #1100 Newport Beach, CA 92660
  • Consulting Group, Wealth Management, Portfolio Management
  • Partner, Senior Vice President
  • Series 7, 65, 63 Licensed
Michael Harden holds the following registrations:
Securities Agent: AZ, CA, CO, HI, NH, OR, TX, UT, WA; General Securites Principal; General Securities Representative; Investment Advisor Representative;

Roger N. Cregg
Roger N. Cregg, CTFA, CRPC
Financial Advisor
tel: (949) 365-5378
toll free: (800) 965-2576
fax: (949) 365-5398

View my profile on LinkedIn

Professional Details
  • Office: 28202 Cabot Road, Suite 500 Laguna Niguel, CA 92677
  • Wealth Management, Professional Portfolio Management, Business Succession Planning, Retirement Planning, Estate Planning, Financial Planning, Lending Services, Insurance Services, 401k Rollovers, Trust Services and Accounting
  • Certified Trust and Financial Advisor
  • Chartered Retirement Planning Counselor
  • Certificate in Fiduciary Management for Trustees, California State University Fullerton
  • Orange Coast Estate Planning Council - 2011 President
  • Estate Planning Council of South Orange County / Member
  • Series 7, 31, 63 & 66 Licensed
  • Life, Disability & LTC Insurance Licensed
  • Orange Coast Magazine 2010 Five Star Wealth Managers
Roger N. Cregg, CTFA , CRPC  is licensed in the following state(s): CA, FL, NV, NY

Walter E. Kaminski
Walter E. Kaminski, CFP
Financial Advisor
tel: (949) 365-5375
toll free: (800) 965-2576
fax: (949) 365-5398

View my profile on LinkedIn

Professional Details
  • Office: 28202 Cabot Road, Suite 500 Laguna Niguel, CA 92677
  • Executive Council Mihaylo College of Business & Economics California State University Fullerton, CA
  • Asset Management, Financial Planning, Retirement Planning, 401k Rollovers, Private Banking, Business Planning, Family Consulting
  • BA - Business Administration, 1987, California State University of Fullerton
  • Series 7, 63 & 65 Licensed
  • Life, Health & Annuity Insurance Licensed
  • Certified Financial Planner
Walter E. Kaminski, CFP  is licensed in the following state(s): AL, CA, FL, HI, MI, MO, NC, NY

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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