Advisor Legacy Employee Directory
Advisor Legacy corporate office is located in 201 W Big Beaver Rd Ste 500, Troy, Michigan, 48084, United States and has 1-10 employees.
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Employees by Department
Departments
Number of employees
Operations
13
Human Resources
5
Finance
2
C-Suite
2
Sales
1
Marketing
1
Engineering & Technical
1
Advisor Legacy CEO
Key Employees of Advisor Legacy
Advisor Legacy Global Presence
| Location | People at location |
| North America | 11-50 |
| Asia | 1-10 |
Index of contact profiles from Advisor Legacy
- Lead Business System Analyst
- United States , Michigan , Troy
- Succession Planning Coordinator
- United States , Michigan , Troy
- Vice President and Senior Coach
- United States , Michigan , Troy
- Chief Executive Officer
- United States , Michigan , Troy
- Legacy Solutions Coach
- United States , Michigan , Troy
- Business Development Representative
- United States , Michigan , Troy
- Valuation Analyst
- United States , Michigan , Troy
- Vice President, Legacy Solutions
- United States , Michigan , Troy
- Manager, Operations
- United States , Michigan , Troy
- Financial Planning Analyst
- United States , Michigan , Troy
- Assistant Manager, Finance
- United States , Michigan , Troy
- Associate Coach
- United States , Michigan , Troy
- Lead Coach
- United States , Michigan , Troy
- Executive Coach
- United States , Michigan , Troy
- Executive Coach
- United States , Michigan , Troy
- Associate Coach
- United States , Michigan , Troy
- Lead Coach
- United States , Michigan , Troy
- Associate Coach
- United States , Michigan , Troy
- Operations Coordinator
- United States , Michigan , Troy
- Team Leader
- United States , Michigan , Troy
- Senior Manager, Delivery
- United States , Michigan , Troy
- Senior Analyst
- United States , Michigan , Troy
- Senior Software Engineer
- United States , Michigan , Troy
- Administrative Assistant
- United States , Michigan , Troy
- Manager, Accounting
- United States , Michigan , Troy
Former Employees at Advisor Legacy
Explore people who held key positions, contributed to Advisor Legacy's success, and advanced their careers.
Marketing Enablement P... at Index Engines
Worked as Outsourcing Analyst
at Advisor Legacy (2014-2018)
Nursing Assistant at Corewell Health
Worked as Manager, Outsourcing Case
at Advisor Legacy (2024-2025)
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Frequently Asked Questions Regarding Advisor Legacy Employees
Advisor Legacy specializes in providing financial advisors with comprehensive succession planning, business valuations, and M&A support. Their services include practice management coaching, assessments, and continuity solutions tailored to enhance operational efficiency and client service. They cater to financial advisors, broker dealers, and lende... Read More
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