Legacy Group

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

909 E Southeast Loop 323 Ste 210, Tyler,...

Phone Number

(903) 534-4900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
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ZI Rank
1
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2

About Legacy Group

We are committed to saving families from speculating and gambling with their money. We promise to be steadfast in the execution of academic investing principles. We promise to instill discipline for investors by providing ongoing coaching and education.Explore more
Legacy Group's Social MediaPopular SearchesLegacy GroupevansMichaellegacy-group.orgAlzheimer's AllianceLegacy Group LtdSIC Code 62,628NAICS Code 52,523Show more

Legacy Group Org Chart

PhoneEmail
ME
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Fiduciary Advisor & Certified Financial Plann...

PhoneEmail
BM
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Executive Assistant

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KT
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Executive Assistant

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JJ
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Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Group

<$5M
1-10
Private
-
1973
ME
Michael EvansFiduciary Advisor & Certified Financial Planner & Professional
$7M
1-10
Private
-
2003
DG
Dylan GoisManager, Client Services
<$5M
1-10
Private
-
2014
Alexander Nalle, Managing Partner at Oak Wealth Management
Alexander NalleManaging Partner
<$5M
1-10
Private
-
-
LG
Lisa GuditisManager, Office Operations & Practice
<$5M
1-10
Private
-
1988
LL
Lyse LepineDirector, Information Technology & Marketing
<$5M
1-10
Private
-
2012
HT
Heather TenBroeckDirector, Client Relations
<$5M
1-10
Private
-
2009
SA
Steven AberblattFinancial Planner & Tax Professional
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Legacy Group Tech Stack

A closer look at the technologies used by Legacy Group

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Frequently Asked Questions Regarding Legacy Group

What is Legacy Group's official website?
Legacy Group's official website is www.legacy-group.org
What is Legacy Group's Revenue?
Legacy Group's revenue is <$5 Million
What is Legacy Group's SIC code?
Legacy Group's SIC: 62,628
What is Legacy Group's NAICS code?
Legacy Group's NAICS: 52,523
How many employees does Legacy Group have?
Legacy Group has 1-10 employees
What industry does Legacy Group belong to?
Legacy Group is in the industry of: Finance, Securities Trading
What is Legacy Group competition?
Legacy Group top competitors include: Oak Wealth Management, Richards & Addy, Yerba Buena Financial Partners, Lepine Financial Advisors
What technology does Legacy Group use?
Some of the popular technologies that Legacy Group uses are: Mailgun, Amazon Web Hosting, Register.com Business Email Solutions
How do I contact Legacy Group?
Legacy Group contact info: Phone number: (903) 534-4900 Website: www.legacy-group.org
What does Legacy Group do?

We are committed to saving families from speculating and gambling with their money. We promise to be steadfast in the execution of academic investing principles. We promise to instill discipline for investors by providing ongoing coaching and education.... Read More

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

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