LEGACY WEALTH MANAGEMENT INC of MEMPHIS, TN is an SEC-registered investment adviser (CRD 108619). Regulatory assets under management: $2.7B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
Showing 25 of 34 people.
| Name | Role | Location |
|---|---|---|
| Hallie L Peyton | DIRECTOR | — |
| Cathy Ann Simmons | CHIEF COMPLIANCE OFFICER | — |
| Duncan L Miller | PRESIDENT & CEO | — |
| Lindsey Bell Mazzola | DIRECTOR OF CLIENT OPERATIONS | — |
| E Charles Jalenak | DIRECTOR | — |
| Robin Keith Sievers | MANAGING DIRECTOR | — |
| Rebecca Jeanne Rawlinson | DIRECTOR OF CLIENT SERVICE | — |
| Lawrence James Epperly | DIRECTOR OF CLIENT SERVICE | — |
| Nicholas Glenn Sowell | DIRECTOR OF FINANCIAL PLANNING | — |
| Alan Edward Vosburg | IT MANAGER | — |
| UELEKE JOHN W | CHAIRMAN & FOUNDER; CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| VOSBURG RICHARD RUSSELL | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT | — |
| PEYTON HALLIE L | DIRECTOR OF CLIENT SERVICE; DIRECTOR OF CLIENT SERVICES & BUSINESS DEVELOPEMENT; DIRECTOR OF CLIENT SERVICES & BUSINESS DEVELOPMENT (+1 more) | — |
| ISAACS JAMES J | CEO & PRESIDENT; CHAIRMAN; CHIEF OPERATIONS OFFICER (+2 more) | — |
| MILLER PAUL L | DIRECTOR CLIENT SERVICES & PORTFOLIO MANAGEMENT; MANAGING DIRECTOR OF CLIENT SERVICE; PORTFOLIO MANAGER (+1 more) | — |
| WILSON RODNEY E S | CLIENT SERVICES MANAGER | — |
| SIMMONS CATHY ANN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/DIRECTOR CLIENT SERVICES; CHIEF COMPLIANCE OFFICER/DIRECTOR CLIENT SERVICES & FINANCIAL PLANNING (+1 more) | — |
| HOLDSWORTH STEVEN ALLEN | DIRECTOR CLIENT SERVICES & FINANCIAL PLANNING; DIRECTOR OF FINANCIAL PLANNING; MANAGING DIRECTOR | — |
| VOSBURG ALAN EDWARD | IT ADMINISTRATOR; IT MANAGER | — |
| STILL MELISSA RENEE | SR. FINANCIAL ANALYST | — |
| VOSBURG RICHARD | EXEC VICE PRESIDENT | — |
| HAIZLIP SARAH RUSSELL | VICE PRESIDENT | — |
| GARDNER GOODWIN HALL | DIRECTOR OF INVESTMENTS | — |
| DAVES HOWARD CLIFTON | CONTROLLER | — |
| PRYOR CELESTE DIANE | PORTFOLIO MANAGER | — |