Legacy Wealth Planning jobs and careers
United States
About Legacy Wealth Planning
Legacy Wealth Planning, LLC is an independent financial services group based in Reno, NV with 5 financial advisers and 3 staff/assistants. We were established in March of 2006 with a managing group of 4 partners, all of whom are still active financial advisers in the firm. Legacy Wealth Planning’s mission is to present its clients with complete financial guidance and wealth management services focused on managing & preserving their wealth for themselves and their families. Securities offered through LPL Financial, Member SIPC sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.LPWReno.com
- Founded
- 2006
- Employees
- 1 to 10
- Headquarters
- United States
Leadership
The top of Legacy Wealth Planning's org chart, with how many people report into each leader.
Mark Levy
Managing Partner
Jobs at Legacy Wealth Planning
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