Legacy Wealth Management Inc.
Legacy Wealth Management Inc. (CRD# 108619) is a financial advisory firm headquartered in Memphis, TN. They manage $2,053,155,411 in 4,258 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management2,053MILLION
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Total Number of Accounts4,258ACCOUNTS
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Average Account Value$482,188
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AL, AR, AZ, CA, CO, FL, GA, IL, KS, LA, MD, MO, MS, NC, NE, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA
Joseph Birch (CRD# 6390613) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 9 years of experience in the finance industry.
Lawrence Epperly (CRD# 6833223) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 6 years of experience in the finance industry.
Wallace Hope (CRD# 4216907) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 19 years of experience in the finance industry.
James Isaacs (CRD# 4804222) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 18 years of experience in the finance industry.
Brienne Jackson (CRD# 5580660) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has 1 year of experience in the finance industry.
E Jalenak (CRD# 1538565) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has 1 year of experience in the finance industry.
Daniel Kimbrough (CRD# 6346665) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 9 years of experience in the finance industry.
Lindsey Mazzola (CRD# 4947344) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 18 years of experience in the finance industry.
Duncan Miller (CRD# 4746410) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has 1 year of experience in the finance industry.
Hallie Peyton (CRD# 2340969) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 30 years of experience in the finance industry.