Legacy Wealth Management Inc
Legal Name: LEGACY WEALTH MANAGEMENT INC
Full Contact Details
Legacy Wealth Management Inc
1715 AARON BRENNER DR., SUITE 301, MEMPHIS, TN
901-758-9006
901-758-9007
Other Info
Legacy Wealth Management Inc, a Tennessee corporation, is an SEC-approved financial advisory firm with 23 employees, 18 of whom serve in advisory roles. With a rich history dating back to 1982, Legacy Wealth Management currently serves 10 clients in providing expert financial guidance and consultation.
Home - Legacy Wealth Management - Investment Advisory Firm | Memphis, TN
Whether you want to retire comfortably or fund your grandchild’s college education, you’ve got important financial goals. Legacy Wealth Management can help build and protect your wealth based on your needs so that you have more time to focus on what matters: enjoying it.
Direct Owners
-
CATHY ANN SIMMONS
CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
-
DUNCAN L MILLER
MANAGING DIRECTOR OF CLIENT SERVICE owns more than 10% but less than 25%
-
E CHARLES JALENAK
DIRECTOR & CHAIRMAN OF THE INVESTMENT COMMITTEE owns more than 5% but less than 10%
-
HALLIE L PEYTON
DIRECTOR OF CLIENT SERVICE owns more than 5% but less than 10%
-
HOWARD CLIFTON DAVES
CONTROLLER owns less than 5%
-
JAMES J. ISAACS
CEO & PRESIDENT owns more than 10% but less than 25%
-
LINDSEY BELL MAZZOLA
DIRECTOR OF CLIENT OPERATIONS owns more than 5% but less than 10%
-
ROBIN KEITH SIEVERS
DIRECTOR OF CLIENT SERVICE owns more than 5% but less than 10%
Firms Located Nearby
News
Top Holdings
- ISHARES TR RUS 1000 ETF $191,264k
- SCHWAB STRATEGIC TRUST $162,788k
- ISHARES TR CORE S&P MCP ETF $65,552k
- SCHWAB STRATEGIC TR US MID-CAP ETF $56,285k
- ISHARES TR CORE S&P SCP ETF $48,596k
- ISHARES TR RUSSELL 2000 ETF $18,142k
- VANGUARD INDEX FDS TOTAL STK MKT $4,080k
- SCHWAB STRATEGIC TR $2,869k
- SPDR S&P 500 ETF TR TR UNIT $2,558k
- SCHWAB STRATEGIC TR US SML CAP ETF $1,832k