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Financial Advisor
Mississippi
Ridgeland
LEGACY WEALTH MANAGEMENT, LLC

LEGACY WEALTH MANAGEMENT, LLC

Tel: 601-499-1970 300 Concourse Blvd, Suite 102 Ridgeland, Mississippi 39157

About LEGACY WEALTH MANAGEMENT, LLC

LEGACY WEALTH MANAGEMENT, LLC is a Ridgeland, Mississippi based financial advisory firm with nearly $421,093,989 in assets under management and provides investment advisory services for 192 clients. There are currently 4 financial advisors at the firm.

General Information
Firm CRD#:

304659

Firm SEC#:

801-117015

Assets Under Management:

$421,093,989

No. of Clients:

192

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

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