Legacy Advisors Employee Directory
Financial ServicesPennsylvania, United States51-200 Employees
Legacy Advisors operates in the financial services sector, providing investment advisory services through its independent affiliate and handling securities through a registered broker-dealer. Advisory services are provided by Legacy Advisors, LLC, while securities transactions are conducted via M Holdings Securities, Inc. The firm emphasizes helping clients achieve peace of mind by acting with integrity, organizing both business and personal affairs, and assisting them in building a lasting legacy aligned with values, family, and community. Based in Plymouth Meeting, Pennsylvania, the firm serves a regional client base as a mid-sized financial services provider. Its structure reflects a dual approach to client needs, with separate entities handling advisory and brokerage services.
1-888-653-2347 
support@leadiq.com 
