Advisor Legacy Information

Advisor Legacy is a comprehensive M&A firm, helping financial advisors grow, protect and transition their practice.

Website	http://www.advisorlegacy.com
Employees	15 (12 on RocketReach)
Founded	2005
Address	5440 Corporate Drive Suite 205, Troy, Michigan 48098, US
Phone	+1 412-490-8921
Industry	Financial Services, Finance General, Finance
Keywords	M And A Advisory Services, Mergers And Acquisitions Consulting, Financial Advisor Consulting
Competitors	AIG, LPL Financial, Creative Planning, Baird, VWG Wealth Management, Wealth Enhancement Group, Fiduciary Trust International, Aspiriant, United Capital Securities, Apex Financial Advisors, Inc. +34 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 5239 Companies

Advisor Legacy Questions

Who is the CEO of Advisor Legacy?

Anthony Whitbeck is the CEO of Advisor Legacy.

How many people are employed at Advisor Legacy?

12 people are employed at Advisor Legacy.

Where is Advisor Legacy based?

Advisor Legacy is based in Troy, Michigan.

What is the NAICS code for Advisor Legacy?

The NAICS codes for Advisor Legacy are [523, 52, 52393, 5239].

What is the SIC code for Advisor Legacy?

The SIC codes for Advisor Legacy are [628, 62].

Top Advisor Legacy Employees

Anthony Whitbeck

Chief Executive Officer at Advisor Legacy

Troy, MI, US
4
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Nicholas Tucker

Visionary at Advisor Legacy

Troy, MI, US
2
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5
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Ryan Guillen

Lead Coach at Advisor Legacy

Saginaw, MI, US
3
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5
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Ben Thelen

Vice President of Business Development at Advisor Legacy

Detroit, MI, US
1
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3
- +1 989-640-XXXX
- +1 989-224-XXXX
- +1 989-463-XXXX
Dawn Rem

Executive Coach and Integrator at Advisor Legacy

Brandon Township, MI, US
5
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4
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Marie Tysick

Operations Manager at Advisor Legacy

Michigan, United States
2
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2
- +1 248-328-XXXX
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Eric Lejeune

Executive Coach at Advisor Legacy

Chicago, IL, US
2
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- advisorlegacy.com
4
- +1 337-370-XXXX
- +1 337-684-XXXX
- +1 312-602-XXXX
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Molly Darnell

Associate Coach at Advisor Legacy

Orion charter Township, MI, US
2
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2
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Travis Liedke

Legacy Solutions Sales Coach at Advisor Legacy

Troy, MI, US
1
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2
- +1 248-677-XXXX
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Sierra Mendoza

Valuation Analyst at Advisor Legacy

Lexington, MI, US
2
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3
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