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Financial ADVSR advisor directory · SEC adviser records

Legacy Wealth Management Group, Inc. financial advisors in Lynchburg, VA

Every SEC-registered investment adviser representative at a Legacy Wealth Management Group, Inc. office in Lynchburg, A to Z.

The short answer

7 registered advisors work at Legacy Wealth Management Group, Inc. in Lynchburg, out of 7 at the firm nationwide; it ranks number 5 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Legacy Wealth Management Group, Inc. advisors in Lynchburg, A to Z

Every Legacy Wealth Management Group, Inc. advisor →

Legacy Wealth Management Group, Inc. advisors in every city and state →Legacy Wealth Management Group, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Lynchburg

All Lynchburg advisors →

LPL Financial LLC 14Davenport & Company LLC 12Robert W. Baird & Co. Incorporated 12Merrill Lynch, Pierce, Fenner & Smith Incorporated 9Wells Fargo Clearing Services, LLC 7Edward Jones 6Equitable Advisors, LLC 6Truist Advisory Services, Inc. 6Cambridge Investment Research Advisors, Inc. 5MML Investors Services, LLC 5Captrust 4Montvue Capital Management, Inc. 4

Questions

How many financial advisors does Legacy Wealth Management Group, Inc. have in Lynchburg?

7 investment adviser representatives are registered at Legacy Wealth Management Group, Inc. offices in Lynchburg, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 7 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Legacy Wealth Management Group, Inc. one of the largest advisor employers in Lynchburg?

Legacy Wealth Management Group, Inc. ranks number 5 in Lynchburg by registered advisors; LPL Financial LLC has the most, with 14.

How do I check a Legacy Wealth Management Group, Inc. advisor in Lynchburg?

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 Group, Inc. 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.