Legacy Wealth Management

Finance · Kentucky, United States · 1-10 Employees

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Overview

Headquarters

2525 Harrodsburg Rd Ste 100, Lexington, ...

Phone Number

(859) 296-1200

Revenue

<$5 Million

Industry

Finance Securities Trading

About Legacy Wealth Management

Legacy Wealth Management is a financial advisory firm based in Lexington, Kentucky, specializing in fiduciary wealth management, retirement planning, investment advice, and tax strategies. They cater to a diverse clientele, including pre-retirees, retirees, blue-collar professionals, and Kentucky business owners, helping them achieve their financial goals and secure their legacies. The firm emphasizes personalized financial planning and proactive advice to navigate the complexities of wealth management. With a commitment to transparency and client-centered service, Legacy Wealth Management aims to empower clients to make informed decisions for a sustainable financial future.Explore more
Legacy Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Legacy Wealth Management Org Chart

JD
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Founder & Chief Executive Officer

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SH
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Director, Business Management

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TS
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Director, Client Services

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BH
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Director, Operations

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CR
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Relationship Manager

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Compare Similar Companies to Legacy Wealth Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Wealth Management

<$5M
1-10
Private
-
2008
JD
John DavisFounder & CEO
$6.3M
1-10
Private
-
2015
<$5M
1-10
Private
-
2007
AP
Amy PrestManager, Client Services
<$5M
1-10
Private
-
1984
CB
Cathy BagbyChief Financial Officer
Illustration of an envelope

Legacy Wealth Management Tech Stack

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Frequently Asked Questions Regarding Legacy Wealth Management

What is Legacy Wealth Management's official website?
Legacy Wealth Management's official website is www.legacywealthky.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: Anchor Wealth Management Group, Bagby Wealth Management, PlanVest Financial
What technology does Legacy Wealth Management use?
Some of the popular technologies that Legacy Wealth Management uses are: WordPress.org, Cloudflare Website Optimization, Microsoft 365, Google Tag Manager
How do I contact Legacy Wealth Management?
Legacy Wealth Management contact info: Phone number: (859) 296-1200 Website: www.legacywealthky.com
What does Legacy Wealth Management do?

Legacy Wealth Management is a financial advisory firm based in Lexington, Kentucky, specializing in fiduciary wealth management, retirement planning, investment advice, and tax strategies. They cater to a diverse clientele, including pre-retirees, retirees, blue-collar professionals, and Kentucky business owners, helping them achieve their financia... l goals and secure their legacies. The firm emphasizes personalized financial planning and proactive advice to navigate the complexities of wealth management. With a commitment to transparency and client-centered service, Legacy Wealth Management aims to empower clients to make informed decisions for a sustainable financial future.Read More

What are Legacy Wealth Management social media links?
Legacy Wealth Management Linkedin page Legacy Wealth Management Twitter 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

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