LEGACY WEALTH MANAGEMENT INC

MEMPHIS, Tennessee·12 registered advisors·CRD# 108619
SEC# 801-180730901-758-9006
01

Firm Overview

AUM
$2.1B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LEGACY WEALTH MANAGEMENT INC

12 registered advisors
Cathy Ann Simmons
MEMPHIS, Tennessee
Duncan L Miller
MEMPHIS, Tennessee
E Charles Jalenak
MEMPHIS, Tennessee
Hallie L Peyton
MEMPHIS, Tennessee
James J. Isaacs
MEMPHIS, Tennessee
Lawrence James Epperly
MEMPHIS, Tennessee
Lindsey Bell Mazzola
MEMPHIS, Tennessee
Nicholas Glenn Sowell
MEMPHIS, Tennessee
Rebecca Jeanne Rawlinson
MEMPHIS, Tennessee
Robin Keith Sievers
MEMPHIS, Tennessee
Steven Allen Holdsworth
MEMPHIS, Tennessee
CFP
William Coil Overcast
MEMPHIS, Tennessee
05

Office Locations

MEMPHIS, Tennessee
12 advisors

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Data sourced from SEC Form ADV filings. LEGACY WEALTH MANAGEMENT INC (CRD# 108619) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.