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).

Current Firm Details
1715 Aaron Brenner Dr., Suite 301, Memphis, TN 38120
https://www.legacywealth.com
By the Numbers
  • Total Assets Under Management
    2,053
    MILLION
  • Total Number of Accounts
    4,258
    ACCOUNTS
  • Average Account Value
    $482,188
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Legacy Wealth Management Inc.
Showing 11 - 15 of 15 top financial advisors.
11
Nathan Powell, financial advisor Memphis TN
Nathan S. Powell
CRD#: 6288682
1715 Aaron Brenner Dr., Suite 301, Memphis, TN 38120

Nathan Powell (CRD# 6288682) 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.

12
Rebecca Rawlinson, financial advisor Memphis TN
Rebecca J. Rawlinson
CRD#: 4875414
1715 Aaron Brenner Dr., Suite 301, Memphis, TN 38120

Rebecca Rawlinson (CRD# 4875414) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has 1 year of experience in the finance industry.

13
Robin Sievers, financial advisor Memphis TN
Robin K. Sievers
CRD#: 4260516
1715 Aaron Brenner Dr., Suite 301, Memphis, TN 38120

Robin Sievers (CRD# 4260516) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 23 years of experience in the finance industry.

14
Cathy Simmons, financial advisor Memphis TN
Cathy A. Simmons
CRD#: 2199965
6800 Poplar Avenue, Suite 101, Memphis, TN 38138

Cathy Simmons (CRD# 2199965) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 32 years of experience in the finance industry.

15
Nicholas Sowell, financial advisor Memphis TN
Nicholas G. Sowell
CRD#: 5626020
1715 Aaron Brenner Dr., Suite 301, Memphis, TN 38120

Nicholas Sowell (CRD# 5626020) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 15 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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