lwm

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

1250 S Pine Island Rd Ste 350, Plantatio...

Phone Number

(954) 474-7100

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 2
Signal Type
Dec
Jan
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May
ZI Rank
1
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1
1
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2

About lwm

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . THE LPL FINANCIAL REGISTERED REPRESENTATIVES ASSOCIATED WITH THIS SITE MAY ONLY DISCUSS AND/ORRead more
lwm's Social MediaPopular SearchesLwm LLCLegacy Wealth Management IncFinancial Management StrategiesLegacy Links LLCLegacy Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

lwm Org Chart

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JP
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Managing Director

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TD
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Managing Director

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NR
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Senior Advisor

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RH
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Wealth Advisor

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Compare Similar Companies to lwm

Compare insights from companies similar to lwm, 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

lwm

<$5M
11-50
Private
-
2009
JP
Joel PalatnikManaging Director
<$5M
1-10
Private
-
1995
IG
Imad GammohManager, Design Office
<$5M
1-10
Private
-
2008
RM
Rhonda McDowellOffice Manager
<$5M
1-10
Private
-
1979
N/A
<$5M
1-10
Private
-
-
SC
Susan CunninghamMarketing Coordinator
<$5M
1-10
Private
-
-
CK
Caroline KorteSenior VP, Wealth & Manager
<$5M
1-10
Private
-
2015
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

lwm is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Top Finance Companies

Frequently Asked Questions Regarding lwm

What is lwm's official website?
lwm's official website is www.lwmfl.com
What is lwm's Revenue?
lwm's revenue is <$5 Million
What is lwm's SIC code?
lwm's SIC: 62,628
What is lwm's NAICS code?
lwm's NAICS: 52,523
How many employees does lwm have?
lwm has 11-50 employees
What industry does lwm belong to?
lwm is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is lwm competition?
lwm top competitors include: The Jal Dennis Group, Kremer & Associates, Allied Financial Advisors, Paducah Financial Consultants
How do I contact lwm?
lwm contact info: Phone number: (954) 474-7100 Website: www.lwmfl.com
What does lwm do?

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on... a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information . THE LPL FINANCIAL REGISTERED REPRESENTATIVES ASSOCIATED WITH THIS SITE MAY ONLY DISCUSS AND/OR TRANSACT SECURITIES BUSINESS WITH RESIDENTS OF THE FOLLOWING STATES: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MT, NC, ND, NJ, NY, OH, OK, OR, PA, SC, TX, VA, VT, WA, WI, WY SECURITIES OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA / SIPC . INVESTMENT ADVICE OFFERED THROUGH LWM ADVISORY SERVICES, LLC A REGISTERED INVESTMENT ADVISOR. LEGACY WEALTH MANAGEMENT, INC AND LWM ADVISORY SERVICES LLC ARE SEPARATE ENTITIES FROM LPL FINANCIAL.Read More

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

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