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Pacific Legacy Wealth Partners jobs and careers

United States

About Pacific Legacy Wealth Partners

Financial confidence is about much more than just money. Whether you’re nearing retirement or already there, we help you balance saving, investing and living in a sustainable way. Nobody’s life looks exactly like yours, so we create a holistic wealth plan that not only works on paper… it works for your lifestyle. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA(www.finra.org)/SIPC(www.sipc.org) Pacific Legacy Wealth Partners is not registered as a broker-dealer or investment advisor. 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. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Employees
1 to 10
Headquarters
United States

Leadership

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

TCPhoto of Terri L. Conger

Terri L. Conger

Managing Director, Wealth Management Advisor, Portfolio Manager

Jobs at Pacific Legacy Wealth Partners

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