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Legacy Advisors Employee Directory

Financial ServicesPennsylvania, United States51-200 Employees

Legacy Advisors has about 63 employees across 3 continents, most of them in North America. By country, the largest groups are United States Of America (96%), United Kingdom Of Great Britain And Northern Ireland (1%) and Mexico (1%). Banking and Community & Social Services make up over half of the profiles with a known department. Legacy Advisors's workforce spans 8 departments.

Find Legacy Advisors employees' phone numbers or email addresses

Legacy Advisors Global Highlights

Location
Employees

North America
82

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  • United States Of America
    81
  • Mexico
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Oceania
1

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  • Australia
    1

North America accounts for 98% of Legacy Advisors's workforce, followed by Europe (1%) and Oceania (1%).

Legacy Advisors's Leadership

  • Proprietário at Legacy Advisors
    J. K. D.
    Proprietário
    Mobile Phone
  • Portfolio Manager at Legacy Advisors
    J. B.
    Portfolio Manager
    Mobile Phone
  • Operations Supervisor at Legacy Advisors
    T. F.
    Operations Supervisor
    Mobile Phone
  • Client Advisor at Legacy Advisors
    J. T. F.
    Client Advisor
    Mobile Phone
  • Product & Underwriting Analyst at Legacy Advisors
    J. M. K.
    Product & Underwriting Analyst
    Mobile Phone
  • Client Coordinator at Legacy Advisors
    J. M. E.
    Client Coordinator
    Mobile Phone
  • Client Advisor at Legacy Advisors
    D. S.
    Client Advisor
    Mobile Phone

Legacy Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Community & Social Services
  • Accounting
  • Other
  • Arts & Design

Banking is the largest department at 50% of profiles with a known department, followed by Community & Social Services (14%) and Finance (14%).

Contact profiles from Legacy Advisors

Name
Title
Contact
Location
Last Update
  • Proprietário at Legacy Advisors
    J. K. D.
    Proprietário
    Mobile Phone
    British Virgin Islands
    Sep 08, 2026
  • Portfolio Manager at Legacy Advisors
    J. B.
    Portfolio Manager
    Mobile Phone
    United Kingdom
    Oct 17, 2024
  • Operations Supervisor at Legacy Advisors
    T. F.
    Operations Supervisor
    Mobile Phone
    Aug 19, 2026
  • Client Advisor at Legacy Advisors
    J. T. F.
    Client Advisor
    Mobile Phone
    Jun 08, 2026
  • Product & Underwriting Analyst at Legacy Advisors
    J. M. K.
    Product & Underwriting Analyst
    Mobile Phone
    Sep 08, 2026
  • Client Coordinator at Legacy Advisors
    J. M. E.
    Client Coordinator
    Mobile Phone
    Sep 16, 2026
  • Client Advisor at Legacy Advisors
    D. S.
    Client Advisor
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What are the largest departments at Legacy Advisors?

Minus sign iconPlus sign iconBanking is the largest department at 50% of profiles with a known department, followed by Community & Social Services (14%) and Finance (14%). Legacy Advisors's workforce spans 8 departments.

Where are Legacy Advisors's employees located?

Minus sign iconPlus sign iconLegacy Advisors has about 63 employees across 3 continents, most of them in North America. North America accounts for 98% of Legacy Advisors's workforce, followed by Europe (1%) and Oceania (1%). By country, the largest groups are United States Of America (96%), Mexico (1%) and United Kingdom Of Great Britain And Northern Ireland (1%).

How many employees does Legacy Advisors have currently?

Minus sign iconPlus sign iconLegacy Advisors has approximately 63 employees as of September 2026. These team members are located across 3 continents, including North America, Europe and Oceania.

Who are Legacy Advisors's key employees and leadership?

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As of September 2026, Legacy Advisors's key employees include:

  • Proprietário: J. K. D.
  • Portfolio Manager: J. B.
  • Operations Supervisor: T. F.
  • Client Advisor: J. T. F.
  • Product & Underwriting Analyst: J. M. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Legacy Advisors's most common email format?

Minus sign iconPlus sign iconLegacy Advisors employees' email format typically follows the pattern of FLast@legacyadvice.com. Trying to find reliable and up-to-date employee contact data? Find more Legacy Advisors email formats with LeadIQ.

What is Legacy Advisors known for?

Minus sign iconPlus sign iconLegacy Advisors was founded in 2002 and operates in the Financial Services industry. You can contact Legacy Advisors's main corporate office by phone at
+1-610-943-****
. Explore Legacy Advisors's company overview page for more information.

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