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 1 year of experience in the finance industry.

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Company Name Location Dates Years
Legacy Wealth Management Memphis, TN Aug 2014 - Current 2
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


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Clean Record
This advisor has a clean track record with regulators.

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