Amy Legate, Cfp Email & Phone Number
@ameriprise.com
3 phones found area 972 and 214
LinkedIn matched
Who is Amy Legate, Cfp? Overview
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Amy Legate, Cfp is listed as Company Owner at Silverman LeGate Advisory Team, based in Dallas-Fort Worth Metroplex, United States. AeroLeads shows a work email signal at ameriprise.com, phone signal with area code 972, 214, and a matched LinkedIn profile for Amy Legate, Cfp.
Amy Legate, Cfp holds Bachelor’S Degree, Financial Services from University Of North Texas.
Email format at Silverman LeGate Advisory Team
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AeroLeads found 1 current-domain work email signal for Amy Legate, Cfp. Compare company email patterns before reaching out.
About Amy Legate, Cfp
Committed to taking care of clients and their families with integrity, knowledge and experience. For more than 15 years, I've helped people in various stages of life manage their finances and work toward the achievement of their long-term goals.I strive to provide a comprehensive and highly personalized experience to my clients,focusing on managing accounts which mirror the relationship-driven value system.My goal is to create innovative financial plans that help individuals and couples work toward creating their personal legacy.I thoroughly enjoy the deep long-term relationships I build with clients. I find working with potentially vulnerable groups of people to be particularly rewarding,such as widows/widowers and divorcees.I work to prevent them from being preyed upon by unethical professionals and sometimes strangers.I am passionate about family, community service, marathons, and dogs.Contact Amy to discuss:•Cash Flow Management Strategies•Intergenerational Planning•Retirement Planning Strategies214-469-0060 or A.Legate@Sladvisoryteam.ComSecurities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Risk Management, Protection Planning, Financial Analysis, Finance, and 12 others.
Amy Legate, Cfp's current company
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Amy Legate, Cfp work experience
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Company Owner
Amy Legate, Cfp education
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University Of North Texas
Frequently asked questions about Amy Legate, Cfp
Quick answers generated from the profile data available on this page.
What company does Amy Legate, Cfp work for?
Amy Legate, Cfp works for Silverman LeGate Advisory Team.
What is Amy Legate, Cfp's role at Silverman LeGate Advisory Team?
Amy Legate, Cfp is listed as Company Owner at Silverman LeGate Advisory Team.
What is Amy Legate, Cfp's email address?
AeroLeads has found 1 work email signal at @ameriprise.com for Amy Legate, Cfp at Silverman LeGate Advisory Team.
What is Amy Legate, Cfp's phone number?
AeroLeads has found 3 phone signal(s) with area code 972, 214 for Amy Legate, Cfp at Silverman LeGate Advisory Team.
Where is Amy Legate, Cfp based?
Amy Legate, Cfp is based in Dallas-Fort Worth Metroplex, United States while working with Silverman LeGate Advisory Team.
What companies has Amy Legate, Cfp worked for?
Amy Legate, Cfp has worked for Silverman Legate Advisory Team.
How can I contact Amy Legate, Cfp?
You can use AeroLeads to view verified contact signals for Amy Legate, Cfp at Silverman LeGate Advisory Team, including work email, phone, and LinkedIn data when available.
What schools did Amy Legate, Cfp attend?
Amy Legate, Cfp holds Bachelor’S Degree, Financial Services from University Of North Texas.
What skills is Amy Legate, Cfp known for?
Amy Legate, Cfp is listed with skills including Risk Management, Protection Planning, Financial Analysis, Finance, Corporate Finance, Wealth Management, Asset Management, and Financial Reporting.
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