Charleston-based firm providing financial planning and investment services to individuals, their trusts, and conservatorships.
View Top Employees from Family Legacy Concepts| Website | http://www.familylegacyconcepts.com |
| Revenue | $17 million |
| Employees | 7 (7 on RocketReach) |
| Founded | 2014 |
| Phone | (843) 971-1899 |
| Industry | Financial Services, Insurance |
| SIC | SIC Code 64 Companies, SIC Code 6411 Companies, SIC Code 641 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 5242 Companies, NAICS Code 524 Companies |
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Family Legacy Concepts Questions
The Family Legacy Concepts annual revenue was $17 million in 2023.
Kirk Lax is the Managing Director of Family Legacy Concepts.
7 people are employed at Family Legacy Concepts.
The NAICS codes for Family Legacy Concepts are [52, 5242, 524].
The SIC codes for Family Legacy Concepts are [64, 6411, 641].
Top Family Legacy Concepts Employees
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ViewKirk Lax
Managing Director at Family Legacy Concepts
Summerville, South Carolina, United States1 -
View
Allen Beckett
Director of Healthcare Strategy and Financial Representative at Family Legacy Concepts
Mount Pleasant, SC, US11 -
ViewScott Wells
Investment Advisor Representative, Certified Financial Planner Practitioner at Family Legacy Concepts
Charleston, South Carolina, United States11 -
ViewBobby Morrow
Financial Advisor and Financial Services Representative at Carolina Capital Management, LLC at Family Legacy Concepts
Charleston, South Carolina, United States1
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