M&K Legacy Wealth
Company

M&K Legacy Wealth

Financial Services 3815 River Crossing Pkwy 5 employees
Employees
5
Contacts
1
Emails
1
Phones
1

M&K Legacy Wealth Overview

Headquarters
3815 River Crossing Pkwy
Industry
Financial Services
Employees
5
Founded
2024
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About M&K Legacy Wealth

We are an independent wealth management firm committed to helping you simplify, grow and protect your wealth so you can enjoy life. We are committed to building trusted, long-term relationships – collaborating with you and your family to preserve your wealth, reduce your financial stresses, and shape a meaningful legacy. Our focus on families is the hallmark and driving force of our business – directing everything we do to protect your best interests and achieve your goals across every phase of life. Our trusted advisors are here to empower you with the financial confidence you need to pursue your passions and build a lasting legacy. Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. M&K Legacy Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.

M&K Legacy Wealth Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage
Phone contacts
1
25.0% coverage

M&K Legacy Wealth Org Chart

Sample employees and titles
Name Title Contact
J. Miller, Cfp®, Apma™ Founder and Managing Partner of M&k
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Elizabeth Lamkin Wealth Associate @ M & K Legacy Wealth
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Chad Keller, Cfa®, Aif®, Cepa® Founder and Managing Partner of M&k
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Jessica Keller, Mba Director of Operations at M & K Legacy
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Employees by Management Level

Executive 2 profiles
Director 1 profile
Associate / junior 1 profile

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