Financial ADVSR advisor directory · SEC adviser records
Legacy Wealth Management, LLC financial advisors in Memphis, TN
Every SEC-registered investment adviser representative at a Legacy Wealth Management, LLC office in Memphis, A to Z.
The short answer
15 registered advisors work at Legacy Wealth Management, LLC in Memphis, out of 15 at the firm nationwide; it ranks number 11 in the city by advisors. 11 list the CFP designation and 0 are also registered broker representatives.
Legacy Wealth Management, LLC advisors in Memphis, A to Z
Every Legacy Wealth Management, LLC advisor →- Joseph F. Birch IIIInvestment adviser rep
- Lawrence J. EpperlyChartered Financial Analyst
- Brienne S. JacksonCertified Financial Planner
- E C. JalenakCertified Financial Planner
- Daniel E. KimbroughInvestment adviser rep
- Lindsey B. MazzolaCertified Financial Planner
- Duncan L. MillerCertified Financial Planner
- Brittany G. PaulCertified Financial Planner
- Hallie L. PeytonCertified Financial Planner
- Nathan S. PowellCertified Financial Planner
- Rebecca J. RawlinsonCertified Financial Planner
- Robin K. SieversCertified Financial Planner
- Cathy A. SimmonsCertified Financial Planner
- Nicholas G. SowellCertified Financial Planner
- Courtney H. WagesInvestment adviser rep
Legacy Wealth Management, LLC advisors in every city and state →Legacy Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Memphis
All Memphis advisors →Raymond James & Associates, Inc. 111MML Investors Services, LLC 59LPL Financial LLC 58Merrill Lynch, Pierce, Fenner & Smith Incorporated 32UBS Financial Services Inc. 32Raymond James Financial Services Advisors, Inc. 26Wells Fargo Clearing Services, LLC 25Morgan Stanley 21Stephens 21Duncan Williams Asset Management, LLC 15Kelman Lazarov Inc. 12Cetera Investment Advisers LLC 11
Questions
How many financial advisors does Legacy Wealth Management, LLC have in Memphis?
15 investment adviser representatives are registered at Legacy Wealth Management, LLC offices in Memphis, Tennessee, according to the SEC's Investment Adviser Public Disclosure records, out of 15 nationwide. 11 list the CFP designation and 0 are also registered as broker representatives.
Is Legacy Wealth Management, LLC one of the largest advisor employers in Memphis?
Legacy Wealth Management, LLC ranks number 11 in Memphis by registered advisors; Raymond James & Associates, Inc. has the most, with 111.
How do I check a Legacy Wealth Management, LLC advisor in Memphis?
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 Wealth Management, 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.