Legacy Wealth Alliance

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

8950 S 52nd St Ste 204, Tempe, Arizona, ...

Phone Number

(480) 212-7000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
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1
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About Legacy Wealth Alliance

Legacy Wealth Alliance specializes in providing comprehensive financial services, including financial planning, investment planning, retirement planning, insurance, and estate conservation and distribution planning. The company aims to assist clients in achieving financial independence and security through tailored strategies that enhance, preserve, and protect their wealth. Their target clients include individuals seeking to define their financial success and secure their financial future. With a commitment to client education and personalized service, Legacy Wealth Alliance strives to empower clients to make informed financial decisions.Explore more
Legacy Wealth Alliance's Social MediaPopular SearchesLegacy Wealth AllianceMartin Financial GroupLegacy FinancialLegacy Wealth Alliance PLLCWealth AllianceSIC Code 62,628NAICS Code 52,523Show more

Legacy Wealth Alliance Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Wealth Alliance

<$5M
1-10
Private
-
2000
<$5M
11-50
Private
-
-
KP
Kimberly PetersonSenior Vice President- Investment Officer
<$5M
1-10
Private
-
2005
EF
Elyse FultonCustomer Service Representative
<$5M
1-10
Private
-
2006
MD
Melody DeNaultManager, Operations
<$5M
1-10
Private
-
2003
SL
Scott LeBauerFinancial Investment Advisory Advisor & Insurance Representative & Advisor
<$5M
1-10
Private
-
-
BR
Britt RayburnClient Relationship Manager
<$5M
1-10
Private
-
-
TM
Timothy McIlwainInvestment Advisor & Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Legacy Wealth Alliance Tech Stack

A closer look at the technologies used by Legacy Wealth Alliance

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Frequently Asked Questions Regarding Legacy Wealth Alliance

What is Legacy Wealth Alliance's official website?
Legacy Wealth Alliance's official website is www.legacywealthalliance.com
What is Legacy Wealth Alliance's Revenue?
Legacy Wealth Alliance's revenue is <$5 Million
What is Legacy Wealth Alliance's SIC code?
Legacy Wealth Alliance's SIC: 62,628
What is Legacy Wealth Alliance's NAICS code?
Legacy Wealth Alliance's NAICS: 52,523
How many employees does Legacy Wealth Alliance have?
Legacy Wealth Alliance has 1-10 employees
What industry does Legacy Wealth Alliance belong to?
Legacy Wealth Alliance is in the industry of: Finance, Securities Trading
What is Legacy Wealth Alliance competition?
Legacy Wealth Alliance top competitors include: Lincoln Financial Advisors, Stocker Woods Financial, Strategic Wealth Partners, Quest Agency
What technology does Legacy Wealth Alliance use?
Some of the popular technologies that Legacy Wealth Alliance uses are: Smarsh, Google Cloud Web Serving, Google Cloud Platform, Microsoft 365
How do I contact Legacy Wealth Alliance?
Legacy Wealth Alliance contact info: Phone number: (480) 212-7000 Website: www.legacywealthalliance.com
What does Legacy Wealth Alliance do?

Legacy Wealth Alliance specializes in providing comprehensive financial services, including financial planning, investment planning, retirement planning, insurance, and estate conservation and distribution planning. The company aims to assist clients in achieving financial independence and security through tailored strategies that enhance, preserve... , and protect their wealth. Their target clients include individuals seeking to define their financial success and secure their financial future. With a commitment to client education and personalized service, Legacy Wealth Alliance strives to empower clients to make informed financial decisions.Read More

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

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