Legacy Financial

Finance · Georgia, United States · 11-50 Employees

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Overview

Headquarters

1164 Peachtree St # 1/2, Saint Simons Is...

Phone Number

(888) 521-4445

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Legacy Financial

Legacy Financial Advisors LLC is a state-registered investment adviser that focuses on ensuring financial stability and quality of life for its clients. The company offers various financial products and services, including investment options through Legacy Investor Savings and custodial services via Charles Schwab. Their offerings also include Legacy Investor Checking, which is facilitated through Charles Schwab Bank. Their target clients are individuals seeking investment guidance and financial planning.Explore more
Legacy Financial's Social MediaPopular SearchesLegacy Financial LLCLegacy Financial Advisors LLCLegacy AdvisorsLegacy Studio Suites LLCSIC Code 62,628NAICS Code 52,523Show more

Legacy Financial Org Chart

PhoneEmail
TH
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Director Of Stategic Alliances

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Financial

<$5M
11-50
Private
-
2019
TH
Thomas HartleyDirector Of Stategic Alliances
<$5M
1-10
Private
-
1992
TP
Toni PoppManager, Operations
<$5M
1-10
Private
-
-
MS
Mark SchickFinancial Advisor
<$5M
1-10
Private
-
2016
JB
Jack BiedebachLpl Financial Advisor
<$5M
1-10
Private
-
2012
JB
J. BathurstCo-Founder & Chief Technology Officer
<$5M
1-10
Private
-
2000
JF
Jeff FeinbergManager, Wealth
<$5M
1-10
Private
-
2004
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Legacy Financial Tech Stack

A closer look at the technologies used by Legacy Financial

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Frequently Asked Questions Regarding Legacy Financial

What is Legacy Financial's official website?
Legacy Financial's official website is www.legacyfallc.com
What is Legacy Financial's Revenue?
Legacy Financial's revenue is <$5 Million
What is Legacy Financial's SIC code?
Legacy Financial's SIC: 62,628
What is Legacy Financial's NAICS code?
Legacy Financial's NAICS: 52,523
How many employees does Legacy Financial have?
Legacy Financial has 11-50 employees
What industry does Legacy Financial belong to?
Legacy Financial is in the industry of: Finance, Securities Trading
What is Legacy Financial competition?
Legacy Financial top competitors include: JBG Wealth Management, Cawley Financial Advisors, Drumgoole Financial Services, Invest for the Glory of God
What technology does Legacy Financial use?
Some of the popular technologies that Legacy Financial uses are: Squarespace Online Stores, DNSimple, Proofpoint, Microsoft 365
How do I contact Legacy Financial?
Legacy Financial contact info: Phone number: (888) 521-4445 Website: www.legacyfallc.com
What does Legacy Financial do?

Legacy Financial Advisors LLC is a state-registered investment adviser that focuses on ensuring financial stability and quality of life for its clients. The company offers various financial products and services, including investment options through Legacy Investor Savings and custodial services via Charles Schwab. Their offerings also include Lega... cy Investor Checking, which is facilitated through Charles Schwab Bank. Their target clients are individuals seeking investment guidance and financial planning.Read More

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

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