Legacy Wealth Management, LLC
$2.7B
1,475Clients
17Advisers
43 yearsIn business
Contact this firm
Who works here
- Brienne Smith Jackson
- Brittany Glyn Paul
- Cathy Ann Simmons
- Courtney Hays Wages
- Daniel Eric Kimbrough
- Duncan L Miller
- E Charles Jalenak
- Ethan David Franks
- Hallie L Peyton
- Joseph Francis Birch
- Lawrence James Epperly
- Lindsey Bell Mazzola
- Nathan Scott Powell
- Nicholas Glenn Sowell
- Rebecca Jeanne Rawlinson
- Robin Keith Sievers
- Wallace Spencer Hope
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Legacy Wealth Management, LLC
Legal name: Legacy Wealth Management Inc
$2.7B
1,475Clients
17Advisers
43 yearsIn business
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 108619