Joseph Birch, financial advisor Memphis TN
88 score

Joseph Birch

CRD Number: 6390613
Current Firm: Legacy Wealth Management Inc.

Joseph Birch (CRD# 6390613) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 3 years of experience in the finance industry.

Similar Advisors
Lindsey Donovan, financial advisor Memphis TN
Lindsey K. Donovan
CRD# 5281960
Wells Fargo Advisors Financial Network, LLC
Similar Advisors
William Gates, financial advisor Memphis TN
William Gates
CRD# 5203846
Delta Asset Management, LLC
Similar Advisors
Mark Collinsworth, financial advisor Memphis TN
Mark P. Collinsworth
CRD# 4422660
Vere Global Wealth Management
Company Name Location Dates Years
Legacy Wealth Management Memphis, TN Aug 2014 - Current 3
University Of Memphis Memphis, TN Dec 2013 - May 2014 < 1
University Of Memphis Law School Memphis, TN Aug 2011 - May 2014 2
Orion Fed Credit Union Memphis, TN Aug 2013 - Nov 2013 < 1
Alsac Memphis, TN Jun 2013 - Jul 2013 < 1
Christian Brothers University Memphis, TN Sep 2007 - May 2011 3
Medtronic Memphis, TN Jun 2010 - Oct 2010 < 1
The Peabody Hotel Memphis, TN May 2008 - Jun 2010 2
White Station High School Memphis, TN Aug 2003 - May 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2015
Contact Info for Joseph F. Birch
Phone Number: 901-758-9006
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.