Legacy Wealth Advisors

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

1900 The Alameda Ste 510, San Jose, Cali...

Phone Number

(408) 452-7700

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
1
1
1
2
2

About Legacy Wealth Advisors

Legacy Wealth Advisors San Jose CA Financial Advisors provide Financial Services, Retirement Planning, Investment PlanningExplore more
Popular SearchesLegacy Wealth Advisors LLCLwa LLCSIC Code 62,628NAICS Code 52,523Show more

Legacy Wealth Advisors Org Chart

PhoneEmail
LF
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Investment Financial Advisor & Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Wealth Advisors

<$5M
1-10
Private
-
2000
LF
Liz FloresInvestment Financial Advisor & Planner
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2009
PP
Paul PrescottChief Financial Officer
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
<$5M
1-10
Private
-
-
CG
Caroline GayleFinancial Planner
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Legacy Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Legacy Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Wealth Advisors.

Legacy Wealth Advisors Tech Stack

A closer look at the technologies used by Legacy Wealth Advisors

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Frequently Asked Questions Regarding Legacy Wealth Advisors

What is Legacy Wealth Advisors's official website?
Legacy Wealth Advisors's official website is www.legacywealthadvisorsllc.com
What is Legacy Wealth Advisors's Revenue?
Legacy Wealth Advisors's revenue is <$5 Million
What is Legacy Wealth Advisors's SIC code?
Legacy Wealth Advisors's SIC: 62,628
What is Legacy Wealth Advisors's NAICS code?
Legacy Wealth Advisors's NAICS: 52,523
How many employees does Legacy Wealth Advisors have?
Legacy Wealth Advisors has 1-10 employees
What industry does Legacy Wealth Advisors belong to?
Legacy Wealth Advisors is in the industry of: Finance, Securities Trading
What is Legacy Wealth Advisors competition?
Legacy Wealth Advisors top competitors include: Sterling Total Wealth Solutions, Ratcliff Financial Services, Sandy Cove Advisors, Pillar Wealth Management
What technology does Legacy Wealth Advisors use?
Some of the popular technologies that Legacy Wealth Advisors uses are: WordPress.org, PHP, Google Font API, Google Tag Manager
How do I contact Legacy Wealth Advisors?
Legacy Wealth Advisors contact info: Phone number: (408) 452-7700 Website: www.legacywealthadvisorsllc.com
What does Legacy Wealth Advisors do?

Legacy Wealth Advisors San Jose CA Financial Advisors provide Financial Services, Retirement Planning, Investment Planning... Read More

Is Legacy Wealth Advisors a public company?
Legacy Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Legacy Wealth Advisors

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