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Legacy First Financial Group, LLC Employee Directory

InsuranceNorth Carolina, United States0-1 Employees

Legacy First Financial Group, LLC is a Charlotte, North Carolina-based insurance and financial advisory practice led by James \"Rick\" McClanahan, who has more than 20 years of experience in investment and insurance planning. The firm emphasizes collaboration among its advisors to tailor solutions to each client's unique circumstances. Its focus is on designing personalized insurance and investment strategies rather than promoting standardized products. The practice highlights a client-centric philosophy that treats every individual as distinct and requires thorough discovery to identify the right solution. It cautions clients against high-pressure sales tactics and first-meeting commitments, aiming for decisions made with full understanding and without unnecessary pressure.

Find Legacy First Financial Group, LLC employees' phone numbers or email addresses

Legacy First Financial Group, LLC Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

Legacy First Financial Group, LLC's Leadership

  • Stylized image of a person
    R. M.
    President | Senior Financial Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. M. C.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. P.
    Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. U.
    Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. W.
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. P.
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M.
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. R.
    Phone icon
    Mobile Phone

Legacy First Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Legacy First Financial Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. M.
    President | Senior Financial Consultant
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 29, 2026
  • Stylized image of a person
    R. M. C.
    Owner
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    M. P.
    Vice President
    Phone icon
    Mobile Phone
    United StatesPennsylvania
    Jul 27, 2024
  • Stylized image of a person
    K. U.
    Financial Planner
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Oct 23, 2024
  • Stylized image of a person
    A. W.
    Phone icon
    Mobile Phone
    UNITED STATES
    Jul 09, 2024
  • Stylized image of a person
    D. P.
    Phone icon
    Mobile Phone
    UNITED STATES
    Jun 08, 2026
  • Stylized image of a person
    J. M.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    L. R.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 09, 2023
  • Stylized image of a person
    T. L.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 09, 2023
  • Stylized image of a person
    T. L.
    Phone icon
    Mobile Phone
    UNITED STATES
    Mar 09, 2023

Frequently Asked Questions

What is Legacy First Financial Group, LLC known for?

Minus sign iconPlus sign iconLegacy First Financial Group, LLC was founded in 2007 operates in the Insurance industry. The company's main headquarters is located in 8514 Mcalpine Park Drive Suite 280 Charlotte, North Carolina 28211 United States; you can contact the main corporate office by phone at
+1-704-845-****
. Explore Legacy First Financial Group, LLC's company overview page for more information.

What is Legacy First Financial Group, LLC's most common email format?

Minus sign iconPlus sign iconLegacy First Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy First Financial Group, LLC email formats with LeadIQ.

How many employees does Legacy First Financial Group, LLC have currently?

Minus sign iconPlus sign iconLegacy First Financial Group, LLC has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Legacy First Financial Group, LLC's key employees and leadership?

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As of July 2026, Legacy First Financial Group, LLC's key employees include:

  • President | Senior Financial Consultant: R. M.
  • Owner: R. M. C.
  • Vice President: M. P.
  • Financial Planner: K. U.
  • : A. W.

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