THE PORTFOLIO GUARDIAN Trademark

Serial Number: 78827381

THE PORTFOLIO GUARDIAN is a trademark filed by Legacy Planning Group, Inc. on March 2, 2006. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Trademark Classes

36

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Legacy Planning Group, Inc. (5 trademarks)

250 Hemsted Drive, Suite 310
Redding, CA 96002

Entity Type: 03

Trademark Details

Filing Date

March 2, 2006

Registration Date

Not Registered

First Use Anywhere

May 1, 2003

First Use in Commerce

May 1, 2003

Goods & Services

Financial analysis and consultation; Financial management; Financial planning; Financial planning consultation; Financial planning, namely the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial risk management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments