Legacy Wealth Management, LLC

EST. AUM
$458,603,206

CONTACTS
1

CLIENT ACCOUNTS
193

Firm Details

Metro area Jackson, MS
CRD Number 304659
Website mylegacy.ms
Client types

Overview

Legacy Wealth Management provides financial services with a focus on integrity, wisdom, and clarity. They offer objective, tailored advice and management to meet clients' needs. The company aims to be a reliable, long-term financial partner, addressing the goals of both current and future generations.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Legacy Wealth Management, LLC

Platform Details

Investment Preferences

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Address

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