Masters Legacy Planning

Masters Legacy Planning (CRD# 296314) is a financial advisory firm headquartered in Linwood, NJ. They manage $214,427,429 in 326 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

650 New Road, Suite B, Linwood, NJ 08221

http://www.mlegacy.com

By the Numbers

Total Assets Under Management

214

MILLION
Total Number of Accounts

326

ACCOUNTS
Average Account Value

$657,753

Compensation Options

A percentage of assets under your management
Fixed fees (other than subscription fees)
Other

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

FL, NJ, NY, PA

Financial Advisors at Masters Legacy Planning

Showing 1 - 2 of 2 top financial advisors.

Todd C. Chamberlain

CRD#: 2378880

650 New Road, Suite B, Linwood, NJ 08221

Todd Chamberlain (CRD# 2378880) is an Investment Advisor Representative working at Masters Legacy Planning in Linwood, NJ and has over 30 years of experience in the finance industry.

Jacob R. Mack

CRD#: 4354369

650 New Road, Suite B, Linwood, NJ 08221

Jacob Mack (CRD# 4354369) is an Investment Advisor Representative working at Masters Legacy Planning in Linwood, NJ and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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