Legacy Advisors

Finance · Idaho, United States · 1-10 Employees

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Overview

Headquarters

859 S Yellowstone Hwy Ste 102, Rexburg, ...

Phone Number

(208) 535-2274

Revenue

<$5 Million

Industry

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

Legacy Advisors, located in Rexburg, Idaho, provides financial advice and solutions to clients in Southeastern Idaho and across the nation. Their services include retirement planning, asset preservation, mutual funds, stocks, annuities, and life insurance, among others. The firm focuses on building trustworthy relationships and helping clients achieve financial independence through tailored advice. Legacy Advisors aims to assist individuals in reaching their financial goals with a comprehensive range of products and services.Explore more
Legacy Advisors's Social MediaPopular SearchesLegacy AdvisorsHendricks Wealth Management Inclegacy-advisors.netSIC Code 62,628NAICS Code 52,523Show more

Legacy Advisors Org Chart

PhoneEmail
BZ
United States flag for contact location.

Controller

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TH
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Financial Advisor & Owner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Advisors

<$5M
1-10
Private
-
2005
<$5M
11-50
Private
-
1991
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
DT
David TaylorFinancial Services Executive & Investment Advisor & Representative & Registered Representative
<$5M
1-10
Private
-
2005
PD
Patrick DowlinFinancial Professional
<$5M
1-10
Private
-
-
MM
Martin MeierLPL Branch Manager and LPL Financial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Legacy Advisors Tech Stack

A closer look at the technologies used by Legacy Advisors

Top Finance Companies

Frequently Asked Questions Regarding Legacy Advisors

What is Legacy Advisors's official website?
Legacy Advisors's official website is www.legacy-advisors.net
What is Legacy Advisors's Revenue?
Legacy Advisors's revenue is <$5 Million
What is Legacy Advisors's SIC code?
Legacy Advisors's SIC: 62,628
What is Legacy Advisors's NAICS code?
Legacy Advisors's NAICS: 52,523
How many employees does Legacy Advisors have?
Legacy Advisors has 1-10 employees
What industry does Legacy Advisors belong to?
Legacy Advisors is in the industry of: Finance, Insurance, Securities Trading
What is Legacy Advisors competition?
Legacy Advisors top competitors include: ISE Financial, Lifetime Investment Planning, Broadridge Financial Solutions, Taylor Yeganegi & Associates Financial Services
What technology does Legacy Advisors use?
Some of the popular technologies that Legacy Advisors uses are: Smarsh, Google Font API, Google Tag Manager, Font Awesome
How do I contact Legacy Advisors?
Legacy Advisors contact info: Phone number: (208) 535-2274 Website: www.legacy-advisors.net
What does Legacy Advisors do?

Legacy Advisors, located in Rexburg, Idaho, provides financial advice and solutions to clients in Southeastern Idaho and across the nation. Their services include retirement planning, asset preservation, mutual funds, stocks, annuities, and life insurance, among others. The firm focuses on building trustworthy relationships and helping clients achi... eve financial independence through tailored advice. Legacy Advisors aims to assist individuals in reaching their financial goals with a comprehensive range of products and services.Read More

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

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