Advisor Legacy Information

Advisor Legacy was founded in 2005 to serve Financial Advisors and their Teams. Backed by a team of over 21 coaches and consultants, our mission is to help Financial Advisors build a Legacy Firm that endures long behind their succession. We accomplish this by coaching, guiding, influencing, and sharing our best-in-class solutions to help Financial Advisors leave a legacy that lasts for generations.

Website	http://www.advisorlegacy.com
Employees	16 (13 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	Wealth Enhancement Group, VWG Wealth Management, United Capital Securities, Creative Planning, Apex Financial Advisors, Inc., AIG, Aspiriant, Fiduciary Trust International, Baird, LPL Financial +34 more (view full list)
SIC	SIC Code 628 Companies, SIC Code 62 Companies
NAICS	NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 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?

13 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 [5239, 52, 52393, 523].

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
- advisorlegacy.com
- gmail.com
- me.com
- keymanagementgrp.com
5+
- +1 810-380-XXXX
- +1 952-881-XXXX
- +1 313-345-XXXX
- +1 248-302-XXXX
- +1 586-291-XXXX
- +1 248-827-XXXX
Nicholas Tucker

Visionary at Advisor Legacy

Troy, MI, US
2
- gmail.com
- advisorlegacy.com
5
- +1 586-873-XXXX
- +1 313-460-XXXX
- +1 248-350-XXXX
- +1 248-350-XXXX
- +1 248-827-XXXX
Ben Thelen

Vice President of Business Development at Advisor Legacy

Detroit, MI, US
1
- advisorlegacy.com
3
- +1 989-640-XXXX
- +1 989-224-XXXX
- +1 989-463-XXXX
Ryan Guillen

Lead Coach at Advisor Legacy

Saginaw, MI, US
3
- yahoo.com
- gmail.com
- delta.edu
5
- +1 989-971-XXXX
- +1 231-794-XXXX
- +1 989-992-XXXX
- +1 989-737-XXXX
- +1 989-401-XXXX
Dawn Rem

Executive Coach and Integrator at Advisor Legacy

Brandon Township, MI, US
5
- keymanagementgrp.com
- gmail.com
- sbcglobal.net
- bellsouth.net
- advisorlegacy.com
4
- +1 586-709-XXXX
- +1 765-562-XXXX
- +1 765-832-XXXX
- +1 765-562-XXXX
Marie Tysick

Operations Manager at Advisor Legacy

Michigan, United States
2
- advisorlegacy.com
- aol.com
2
- +1 248-328-XXXX
- +1 248-627-XXXX
Eric Lejeune

Executive Coach at Advisor Legacy

Chicago, IL, US
2
- gmail.com
- advisorlegacy.com
4
- +1 337-370-XXXX
- +1 337-684-XXXX
- +1 312-602-XXXX
- +1 713-840-XXXX
Nicholas Udocon

Associate Coach at Advisor Legacy

Holly, MI, US
2
- gmail.com
- advisorlegacy.com
Molly Darnell

Associate Coach at Advisor Legacy

Orion charter Township, MI, US
2
- yahoo.com
- advisorlegacy.com
2
- +1 248-320-XXXX
- +1 248-377-XXXX
Travis Liedke

Legacy Solutions Coach at Advisor Legacy

Troy, MI, US
1
- advisorlegacy.com
2
- +1 248-677-XXXX
- +1 248-328-XXXX