Legacy Advisors

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Description

  • We are committed to helping our clients in their desire to achieve peace of mind by serving them with the highest level of integrity, ensuring that their business and personal affairs are in order, and helping them create a lasting legacy that embraces their value system, love of family, and commitment to their community.Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through Legacy Advisors, LLC, which is independently owned and operated. Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
  • location

    Headquarters:401 Plymouth Road Suite 150, Plymouth Meeting, Pennsylvania, United States

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  • Legacy Advisors phone

    Phone Number: +1 610-943-3000

  • Legacy Advisors website

    Website: https://www.legacyadvice.com

  • Legacy Advisors employees

    Employees:35

  • Legacy Advisors revenue

    Revenue:$1 - 10M

  • Legacy Advisors legal name

    Legal Name:Legacy Advisors

  • Legacy Advisors's Social Media

    Legacy Advisors linkedin
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  • |  NAICS Code: 523930  |

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Person level website identification

CEO for Legacy Advisors

Dustin Bly

Chief Executive Officer

Person level website visitor identification

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View Employees

Elizabeth Brooks

Chief Marketing Officer

Aaron Everly

President

Tim Holzheimer

President

Jane Evans

Chief Operating Officer

Matthew Sgro

Director Of Finance And Chief Compliance Officer

Frequently Asked Questions regarding Legacy Advisors

  • Where are Legacy Advisors's Headquarters?

    Legacy Advisors's Headquarters are in 401 Plymouth Road Suite 150,Plymouth Meeting,Pennsylvania,United States

  • What is Legacy Advisors's phone number?

    Legacy Advisors's phone number is +1 610-943-3000

  • What is Legacy Advisors's official website?

    Legacy Advisors's official website is https://www.legacyadvice.com

  • What is Legacy Advisors's Revenue?

    Legacy Advisors's revenue is $1 - 10M

  • What is Legacy Advisors's NAICS code?

    Legacy Advisors's NAICS code is 523930

  • How many employees are working in Legacy Advisors

    Legacy Advisors has 35 employees

  • What is Legacy Advisors's Industry?

    Legacy Advisors is in the industry of Financial Services

  • Who is Legacy Advisors's CEO?

    Legacy Advisors's CEO is Dustin Bly

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