Advisor Legacy
Company

Advisor Legacy

Financial Services 5440 Corporate Drive 9 employees
Employees
9
Contacts
2
Emails
2
Phones
2

Advisor Legacy Overview

Headquarters
5440 Corporate Drive
Industry
Financial Services
Employees
9
Founded
2005
Funding
1,935
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Advisor Legacy

Advisor Legacy is a comprehensive M&A firm, helping financial advisors grow, protect and transition their practice.

Advisor Legacy Contact Details

People in AeroLeads
3
With contact data
2
Email contacts
2
66.7% coverage
Phone contacts
2
66.7% coverage

Advisor Legacy Org Chart

Sample employees and titles
Name Title Contact
Nicholas Tucker Visionary & Managing Partner, Advisor Legacy
Email Phone
Shennandoah Connor Creating Scalable, Sustainable Growth for Financial Services Firms
View
Anthony Whitbeck, Cfp, Clu Chief Executive Officer at Advisor Legacy & Key Management Group
Email Phone

Employees by Management Level

Individual contributor 2 profiles
Executive 1 profile

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