Legacy Wealth Planning LLC
Legal Name: LEGACY WEALTH PLANNING, LLC
Full Contact Details
Other Info
Legacy Wealth Planning LLC is legally known as LEGACY WEALTH PLANNING, LLC. It is a NV Limited Liability Company. This firm has 10 employees, of which 7 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Oct 2, 2017.
Direct Owners
-
CHRISTOPHER ERIC VARGAS
MANAGING PARTNER owns more than 25% but less than 50%
-
MARK LEVY
MANAGING PARTNER owns more than 25% but less than 50%
-
MARTIN MAJOR MCCLELLAN
MANAGING PARTNER owns more than 25% but less than 50%
-
PHILLIP STEPHEN MAHONEY
MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%