Financial ADVSR advisor directory · SEC adviser records
Legacy Advisors, LLC financial advisors in Plymouth Meeting, PA
Every SEC-registered investment adviser representative at a Legacy Advisors, LLC office in Plymouth Meeting, A to Z.
The short answer
17 registered advisors work at Legacy Advisors, LLC in Plymouth Meeting, out of 17 at the firm nationwide; it ranks number 2 in the city by advisors. 4 list the CFP designation and 10 are also registered broker representatives.
Legacy Advisors, LLC advisors in Plymouth Meeting, A to Z
Every Legacy Advisors, LLC advisor →- Joshua P. BarnesInvestment adviser rep
- Ryan D. BeckerInvestment adviser rep
- Patrick R. DevlinAlso a broker rep
- John K. EinspanierCertified Financial Planner · Also a broker rep
- Joseph T. Fabrizio Jr.Certified Financial Planner
- Kelly M. HansenInvestment adviser rep
- Thomas R. Holt Jr.Chartered Financial Analyst
- John E. KrolAlso a broker rep
- Steven P. MignognaAlso a broker rep
- Vincent A. Panvini Jr.Also a broker rep
- Kevin M. PiotrowiczChartered Financial Analyst · Also a broker rep
- Michael T. PiotrowiczChartered Financial Consultant · Also a broker rep
- Theodore P. PiotrowiczChartered Financial Analyst · Also a broker rep
- Ryan J. RabinowitzAlso a broker rep
- John M. SteigerwaldCertified Financial Planner · Also a broker rep
- Jared Uribe-SullivanCertified Financial Planner
- Robert F. WursterInvestment adviser rep
Legacy Advisors, LLC advisors in every city and state →Legacy Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Plymouth Meeting
All Plymouth Meeting advisors →Ameriprise Financial Services, LLC 29Cetera Investment Advisers LLC 6Spc 4
Questions
How many financial advisors does Legacy Advisors, LLC have in Plymouth Meeting?
17 investment adviser representatives are registered at Legacy Advisors, LLC offices in Plymouth Meeting, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 17 nationwide. 4 list the CFP designation and 10 are also registered as broker representatives.
Is Legacy Advisors, LLC one of the largest advisor employers in Plymouth Meeting?
Legacy Advisors, LLC ranks number 2 in Plymouth Meeting by registered advisors; Ameriprise Financial Services, LLC has the most, with 29.
How do I check a Legacy Advisors, LLC advisor in Plymouth Meeting?
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 Advisors, 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.