Legacy Wealth Planners

Finance · 11-50 Employees

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Overview

Phone Number

(972) 712-2773

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Legacy Wealth Planners

Legacy Wealth Planners is a company that operates in the Investment Banking industry. It employs 20to49 people and has 1Mto5M of revenue.Explore more
Legacy Wealth Planners's Social MediaPopular SearchesLegacy Wealth PlannersLegacy Wealth PlannerLegacy Wealth Planner LLCLegacy Wealth Planners LLCLegacywealthplanner ComSIC Code 62,628NAICS Code 52,523Show more

Legacy Wealth Planners Org Chart

PhoneEmail
PK

Customer Relationship Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Wealth Planners

<$5M
11-50
Private
-
2010
PK
Pavithra KanumuriCustomer Relationship Manager
$5.3M
11-50
Private
-
2015
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2009
JK
Joe KocsisFinancial Advisor
<$5M
1-10
Private
<$5M
2002
RS
Ryan ShererPartner and Senior Financial Advisor
<$5M
1-10
Private
-
2006
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Legacy Wealth Planners Tech Stack

A closer look at the technologies used by Legacy Wealth Planners

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Frequently Asked Questions Regarding Legacy Wealth Planners

What is Legacy Wealth Planners's official website?
Legacy Wealth Planners's official website is www.legacywealthplanner.com
What is Legacy Wealth Planners's Revenue?
Legacy Wealth Planners's revenue is <$5 Million
What is Legacy Wealth Planners's SIC code?
Legacy Wealth Planners's SIC: 62,628
What is Legacy Wealth Planners's NAICS code?
Legacy Wealth Planners's NAICS: 52,523
How many employees does Legacy Wealth Planners have?
Legacy Wealth Planners has 11-50 employees
What industry does Legacy Wealth Planners belong to?
Legacy Wealth Planners is in the industry of: Finance, Securities Trading
What is Legacy Wealth Planners competition?
Legacy Wealth Planners top competitors include: The Sherer Group, Innovative Investment Management, Cabot Lodge Securities, IREXA Financial Services/Wealth Strategies
What technology does Legacy Wealth Planners use?
Some of the popular technologies that Legacy Wealth Planners uses are: Microsoft 365, GoDaddy DNS, GoDaddy SSL Certificates, GoDaddy Web Hosting
How do I contact Legacy Wealth Planners?
Legacy Wealth Planners contact info: Phone number: (972) 712-2773 Website: www.legacywealthplanner.com
What does Legacy Wealth Planners do?

Legacy Wealth Planners is a company that operates in the Investment Banking industry. It employs 20to49 people and has 1Mto5M of revenue.... Read More

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

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