Legacy Wealth Management

Finance · Virginia, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

10432 Balls Ford Rd Ste 100, Manassas, V...

Phone Number

(877) 650-4738

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Legacy Wealth Management

Legacy Wealth Management is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.Explore more
Legacy Wealth Management's Social MediaPopular SearchesLegacy Wealth ManagementLegacy Wealth Management IncProvident Legacy LLCLegacy Associates IncLegacy Advisors IncSIC Code 62,628NAICS Code 52,523Show more

Legacy Wealth Management Org Chart

JS
United States flag for contact location.

Chief Executive Officer

PhoneEmail
KS
United States flag for contact location.

Director, Operations

PhoneEmail
HM
United States flag for contact location.

Assistant Director, Marketing

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
LR
United States flag for contact location.

Front Office Specialist

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Legacy Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Legacy Wealth Management

Compare insights from companies similar to Legacy Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Wealth Management

<$5M
1-10
Private
-
2004
<$5M
1-10
Private
-
2006
KC
Kirk CoxInvestment Advisor & Representative
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2013
GD
Ginny DellManager, Wealth
<$5M
1-10
Private
-
2015
CZ
Cortney ZagerOffice Manager
<$5M
1-10
Private
<$5M
2017
HH
Heather HerringFinancial Services Advisor
<$5M
1-10
Private
<$5M
2015
BF
Bailey FinkelsteinVice President, Business Development
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Legacy Wealth Management Tech Stack

A closer look at the technologies used by Legacy Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding Legacy Wealth Management

What is Legacy Wealth Management's official website?
Legacy Wealth Management's official website is www.lwealthmanagement.com
What is Legacy Wealth Management's Revenue?
Legacy Wealth Management's revenue is <$5 Million
What is Legacy Wealth Management's SIC code?
Legacy Wealth Management's SIC: 62,628
What is Legacy Wealth Management's NAICS code?
Legacy Wealth Management's NAICS: 52,523
How many employees does Legacy Wealth Management have?
Legacy Wealth Management has 1-10 employees
What industry does Legacy Wealth Management belong to?
Legacy Wealth Management is in the industry of: Finance, Securities Trading
What is Legacy Wealth Management competition?
Legacy Wealth Management top competitors include: Lakeview Retirement Planning, Financial Longevity Advisory, Moon Rock Wealth Management, Infinity Advisory Group
What technology does Legacy Wealth Management use?
Some of the popular technologies that Legacy Wealth Management uses are: WordPress.org, Cloudflare Website Optimization, Cloudflare CDN, Flywheel
How do I contact Legacy Wealth Management?
Legacy Wealth Management contact info: Phone number: (877) 650-4738 Website: www.lwealthmanagement.com
What does Legacy Wealth Management do?

Legacy Wealth Management is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.... Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.