Legends Financial Services

Finance · Tennessee, United States · 1-10 Employees

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Overview

Headquarters

310 N 1st St, Clarksville, Tennessee, 37...

Phone Number

(931) 648-4419

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Legends Financial Services

Legends Financial Services, Inc. specializes in providing sophisticated wealth management solutions tailored to the unique needs of affluent families and retirees. The company emphasizes a client-centric approach, focusing on integrity, quality, and personalized financial strategies to help clients grow and protect their wealth. Their services include asset allocation, estate planning, retirement planning, and tax-efficient wealth distribution. By leveraging advanced portfolio management tools and maintaining regular communication, they aim to alleviate clients' financial concerns and enhance their overall financial well-being.Explore more
Popular SearchesLegends Financial Services IncLegends Investments Group IncLegends Investments GroupLegend Insurance, Travel and Financial Services In...Legend Investments IncSIC Code 62,628NAICS Code 52,523Show more

Legends Financial Services Org Chart

PhoneEmail
DH
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Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legends Financial Service...

<$5M
1-10
Private
-
2001
DH
David HarperVice President
<$5M
11-50
Private
<$5M
2011
AM
April MasteyPresident & CEO
<$5M
1-10
Private
-
2019
JB
John BeverFinancial Advisor
<$5M
1-10
Private
-
2017
DM
Daniel McnicholasSenior Vice President
<$5M
1-10
Private
-
2008
KS
Kimberly StollCEO & Founder
<$5M
1-10
Private
-
2010
MR
Michael RichLpl Financial Advisor
<$5M
1-10
Private
-
-
LL
Landon LawrenceFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Legends Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Legends Financial Services Tech Stack

A closer look at the technologies used by Legends Financial Services

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Frequently Asked Questions Regarding Legends Financial Services

What is Legends Financial Services's official website?
Legends Financial Services's official website is www.legendsinvestments.com
What is Legends Financial Services's Revenue?
Legends Financial Services's revenue is <$5 Million
What is Legends Financial Services's SIC code?
Legends Financial Services's SIC: 62,628
What is Legends Financial Services's NAICS code?
Legends Financial Services's NAICS: 52,523
How many employees does Legends Financial Services have?
Legends Financial Services has 1-10 employees
What industry does Legends Financial Services belong to?
Legends Financial Services is in the industry of: Finance, Securities Trading
What is Legends Financial Services competition?
Legends Financial Services top competitors include: Independent Investment Services, Lawrence Wealth Management, Phase 3 Advisory Services, The Choice Group Wealth Management
What technology does Legends Financial Services use?
Some of the popular technologies that Legends Financial Services uses are: Cloudflare Website Optimization, Google Tag Manager, GoDaddy DNS, FMG Suite
How do I contact Legends Financial Services?
Legends Financial Services contact info: Phone number: (931) 648-4419 Website: www.legendsinvestments.com
What does Legends Financial Services do?

Legends Financial Services, Inc. specializes in providing sophisticated wealth management solutions tailored to the unique needs of affluent families and retirees. The company emphasizes a client-centric approach, focusing on integrity, quality, and personalized financial strategies to help clients grow and protect their wealth. Their services incl... ude asset allocation, estate planning, retirement planning, and tax-efficient wealth distribution. By leveraging advanced portfolio management tools and maintaining regular communication, they aim to alleviate clients' financial concerns and enhance their overall financial well-being.Read More

Is Legends Financial Services a public company?
Legends Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Legends Financial Services

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