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Legacy Financial Partners jobs and careers

United States

About Legacy Financial Partners

Founded in 2002, Legacy Financial Partners delivers a truly client-first approach to comprehensive wealth management. We provide integrated strategies across tax planning, estate planning, accounting, investment management, and insurance—designed to maximize your success, minimize complexity, and eliminate unnecessary headaches. From building and protecting wealth to preserving your legacy, we handle the details so you can focus on what matters most. Securities offered through Saxony Securities, Inc. Member FINRA, SIPC - 11152 South Towne Square St. Louis, MO 63123 (314) 963-9336 Investment Advisory services offered through Sollinda Capital Management, LLC, an SEC Registered Investment Advisor. Check the background of your financial professional on FINRA's BrokerCheck. https://brokercheck.finra.org/ Legacy Financial Partners is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate a particular level of skill or ability. More information can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. Neither the information contained herein, nor any opinion expressed, is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice. This page is for informational purposes only and does not address any individual's financial situation. Legacy Financial Partners does not guarantee the accuracy or completeness of information provided by third parties and assumes no obligation to update this information. Legacy Financial Partners will not accept investment offers via social media.

Employees
1 to 10
Headquarters
United States

Leadership

The top of Legacy Financial Partners's org chart, with how many people report into each leader.

CC

C. Jason Cowan

Founder & CEO

Jobs at Legacy Financial Partners

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