Legacy Wealth Management Inc.

Legacy Wealth Management Inc. (CRD# 108619) is a financial advisory firm headquartered in Memphis, TN. They manage $2,053,155,411 in 4,258 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,053
    MILLION
  • Total Number of Accounts
    4,258
    ACCOUNTS
  • Average Account Value
    $482,188
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, FL, GA, IL, KS, LA, MD, MO, MS, NC, NE, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA

Financial Advisors at Legacy Wealth Management Inc.
Showing 1 - 10 of 15 top financial advisors.
1
Joseph F. Birch
CRD#: 6390613
1715 Aaron Brenner Dr., Suite 301, Memphis, TN 38120

Joseph Birch (CRD# 6390613) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 9 years of experience in the finance industry.

2
Lawrence J. Epperly
CRD#: 6833223
1715 Aaron Brenner Dr., Suite 301, Memphis, TN 38120

Lawrence Epperly (CRD# 6833223) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 6 years of experience in the finance industry.

3
Wallace S. Hope
CRD#: 4216907
1715 Aaron Brenner Dr., Suite 301, Memphis, TN 38120

Wallace Hope (CRD# 4216907) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 19 years of experience in the finance industry.

4
James J. Isaacs
CRD#: 4804222
6800 Poplar Avenue, Suite 101, Memphis, TN 38138

James Isaacs (CRD# 4804222) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 18 years of experience in the finance industry.

5
Brienne S. Jackson
CRD#: 5580660
1715 Aaron Brenner Dr., Suite 301, Memphis, TN 38120

Brienne Jackson (CRD# 5580660) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has 1 year of experience in the finance industry.

6
E C. Jalenak
CRD#: 1538565
1715 Aaron Brenner Dr., Suite 301, Memphis, TN 38120

E Jalenak (CRD# 1538565) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has 1 year of experience in the finance industry.

7
Daniel E. Kimbrough
CRD#: 6346665
1715 Aaron Brenner Dr., Suite 301, Memphis, TN 38120

Daniel Kimbrough (CRD# 6346665) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 9 years of experience in the finance industry.

8
Lindsey B. Mazzola
CRD#: 4947344
6800 Poplar Ave, Suite 101, Memphis, TN 38138

Lindsey Mazzola (CRD# 4947344) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 18 years of experience in the finance industry.

9
Duncan L. Miller
CRD#: 4746410
6800 Poplar Avenue, Suite 101, Memphis, TN 38138

Duncan Miller (CRD# 4746410) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has 1 year of experience in the finance industry.

10
Hallie L. Peyton
CRD#: 2340969
6800 Poplar Avenue, Suite 101, Memphis, TN 38138

Hallie Peyton (CRD# 2340969) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Memphis, TN and has over 30 years of experience in the finance industry.

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