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Financial ADVSR advisor directory · SEC adviser records

Legacy Solutions, LLC financial advisors in Kennett Square, PA

Every SEC-registered investment adviser representative at a Legacy Solutions, LLC office in Kennett Square, A to Z.

3 registered advisors work at Legacy Solutions, LLC in Kennett Square, out of 3 at the firm nationwide; it ranks number 8 in the city by advisors. 3 list the CFP designation and 3 are also registered broker representatives.

Legacy Solutions, LLC advisors in Kennett Square, A to Z

Every Legacy Solutions, LLC advisor →

Legacy Solutions, LLC advisors in every city and state →Legacy Solutions, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Kennett Square

All Kennett Square advisors →

Brandywine Oak Private Wealth LLC 9LPL Financial LLC 7MML Investors Services, LLC 5Wells Fargo Advisors Financial Network, LLC 5Strategic Advisers LLC 4Capital Analysts 3Holos Integrated Wealth 3

Questions

How many financial advisors does Legacy Solutions, LLC have in Kennett Square?

3 investment adviser representatives are registered at Legacy Solutions, LLC offices in Kennett Square, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 3 list the CFP designation and 3 are also registered as broker representatives.

Is Legacy Solutions, LLC one of the largest advisor employers in Kennett Square?

Legacy Solutions, LLC ranks number 8 in Kennett Square by registered advisors; Brandywine Oak Private Wealth LLC has the most, with 9.

How do I check a Legacy Solutions, LLC advisor in Kennett Square?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Legacy Solutions, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.