ECN Legacy Advisors

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

1500 Sunday Dr Ste 207, Raleigh, North C...

Phone Number

(919) 792-1830

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About ECN Legacy Advisors

ECN Legacy Advisors specializes in financial planning and wealth management for individuals, families, and business owners in the Triangle Area. They offer a range of services including retirement planning, investment management, insurance strategies, and legacy planning, focusing on building, protecting, and preserving wealth. With over 30 years of experience, they provide personalized, goal-based strategies that consider clients' unique financial journeys and family priorities. Their holistic approach emphasizes collaboration, transparency, and education, empowering clients to make informed financial decisions.Explore more
ECN Legacy Advisors's Social MediaPopular SearchesECN Legacy AdvisorsEcnlegacyadvisors ComLegacy AdvisorsMutual Of OmahaSIC Code 62,628NAICS Code 52,523Show more

ECN Legacy Advisors Org Chart

PhoneEmail
FW
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Customer Care Analyst

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MB
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Executive Assistant

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Financial Advisor

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Wealth Management Intern

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ECN Legacy Advisors

<$5M
1-10
Private
-
2010
FW
Fakea WalkerCustomer Care Analyst
<$5M
1-10
Private
-
2018
HA
Hayden AdamsManager, Client Development
<$5M
11-50
Private
-
-
TC
Trina CuthbertClient Relationship Manager
<$5M
1-10
Private
-
-
CS
Christine SansoneCustomer Service Representative
<$5M
1-10
Private
-
-
MK
Melissa KalinoskyAdministrative Assistant
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
-
LK
Lauri KettellAssistant To Tom Goodman
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

ECN Legacy Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

ECN Legacy Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about ECN Legacy Advisors.

ECN Legacy Advisors Tech Stack

A closer look at the technologies used by ECN Legacy Advisors

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Frequently Asked Questions Regarding ECN Legacy Advisors

What is ECN Legacy Advisors's official website?
ECN Legacy Advisors's official website is www.ecnlegacyadvisors.com
What is ECN Legacy Advisors's Revenue?
ECN Legacy Advisors's revenue is <$5 Million
What is ECN Legacy Advisors's SIC code?
ECN Legacy Advisors's SIC: 62,628
What is ECN Legacy Advisors's NAICS code?
ECN Legacy Advisors's NAICS: 52,523
How many employees does ECN Legacy Advisors have?
ECN Legacy Advisors has 1-10 employees
What industry does ECN Legacy Advisors belong to?
ECN Legacy Advisors is in the industry of: Finance, Securities Trading
What is ECN Legacy Advisors competition?
ECN Legacy Advisors top competitors include: Lighthouse Capital Planners, MassMutual, MassMutual, mountaintopfinancial.net
What technology does ECN Legacy Advisors use?
Some of the popular technologies that ECN Legacy Advisors uses are: Cloudflare Website Optimization, Datadog, Microsoft 365, Google Tag Manager
How do I contact ECN Legacy Advisors?
ECN Legacy Advisors contact info: Phone number: (919) 792-1830 Website: www.ecnlegacyadvisors.com
What does ECN Legacy Advisors do?

ECN Legacy Advisors specializes in financial planning and wealth management for individuals, families, and business owners in the Triangle Area. They offer a range of services including retirement planning, investment management, insurance strategies, and legacy planning, focusing on building, protecting, and preserving wealth. With over 30 years o... f experience, they provide personalized, goal-based strategies that consider clients' unique financial journeys and family priorities. Their holistic approach emphasizes collaboration, transparency, and education, empowering clients to make informed financial decisions.Read More

What are ECN Legacy Advisors social media links?
ECN Legacy Advisors Linkedin page ECN Legacy Advisors Twitter page ECN Legacy Advisors Facebook page
Is ECN Legacy Advisors a public company?
ECN Legacy Advisors is private company therefore does not currently have an official ticker symbol
See more information about ECN Legacy Advisors

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