Legacy Full Circle Financial & Insurance Services logo

Legacy Full Circle Financial & Insurance Services Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Legacy Full Circle Financial & Insurance Services is a financial services firm based in California that focuses on helping families better understand how money works and the options available to them. Its stated aim is to support hard-working families by improving financial literacy and providing access to information and services that are often less accessible to non-affluent communities. The company emphasizes doing right by clients and empowering communities with knowledge to build a strong financial legacy.

With a target market of families seeking to strengthen their financial situation, the firm positions itself as a resource for assessing past decisions and exploring new options. The organization operates in the financial services sector and describes its mission as enabling families and communities to gain knowledge that supports long-term financial stability.

Find Legacy Full Circle Financial & Insurance Services employees' phone numbers or email addresses

Legacy Full Circle Financial & Insurance Services Global Highlights

Location
Employees

North America
103

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  • United States Of America
    102
  • Canada
    1

Europe
5

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  • United Kingdom Of Great Britain And Northern Ireland
    5

Asia
3

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  • Israel
    1
  • Philippines
    1
  • India
    1

Oceania
3

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  • Australia
    3

Africa
2

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  • South Africa
    2

Legacy Full Circle Financial & Insurance Services's Leadership

  • Vice President Research at Legacy Full Circle Financial & Insurance Services
    M. H.
    Vice President Research
  • Owner at Legacy Full Circle Financial & Insurance Services
    D. Y.
    Owner
  • Sales Director at Legacy Full Circle Financial & Insurance Services
    A. S.
    Sales Director
  • Director at Legacy Full Circle Financial & Insurance Services
    B. R.
    Director
  • Director at Legacy Full Circle Financial & Insurance Services
    P. P.
    Director
  • Business Development Manager at Legacy Full Circle Financial & Insurance Services
    N. W.
    Business Development Manager
  • Management Consultant at Legacy Full Circle Financial & Insurance Services
    P. S.
    Management Consultant
  • Data Entry Clerk at Legacy Full Circle Financial & Insurance Services
    A. G.
    Data Entry Clerk

Legacy Full Circle Financial & Insurance Services Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Business Development
  • Human Resources
  • Other

Contact profiles from Legacy Full Circle Financial & Insurance Services

Name
Title
Contact
Location
Last Update
  • Owner at Legacy Full Circle Financial & Insurance Services
    D. Y.
    Owner
    Aug 03, 2026
  • Vice President Research at Legacy Full Circle Financial & Insurance Services
    M. H.
    Vice President Research
    Israel
    Sep 30, 2026
  • Sales Director at Legacy Full Circle Financial & Insurance Services
    A. S.
    Sales Director
    Oct 17, 2024
  • Director at Legacy Full Circle Financial & Insurance Services
    B. R.
    Director
    May 20, 2026
  • Director at Legacy Full Circle Financial & Insurance Services
    P. P.
    Director
    Canada
    Sep 25, 2026
  • Business Development Manager at Legacy Full Circle Financial & Insurance Services
    N. W.
    Business Development Manager
    Australia, Queensland
    Apr 07, 2025
  • Management Consultant at Legacy Full Circle Financial & Insurance Services
    P. S.
    Management Consultant
    India, Rajasthan
    Apr 16, 2026
  • Data Entry Clerk at Legacy Full Circle Financial & Insurance Services
    A. G.
    Data Entry Clerk
    Oct 22, 2024
  • Investment Advisor Representative at Legacy Full Circle Financial & Insurance Services
    B. T. C.
    Investment Advisor Representative
    Oct 17, 2024
  • Financial Advisor at Legacy Full Circle Financial & Insurance Services
    C. M.
    Financial Advisor
    Oct 18, 2024

Frequently Asked Questions

What is Legacy Full Circle Financial & Insurance Services known for?

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Legacy Full Circle Financial & Insurance Services operates in the Financial Services industry. You can contact Legacy Full Circle Financial & Insurance Services's main corporate office by phone at . Explore Legacy Full Circle Financial & Insurance Services's company overview page for more information.

What is Legacy Full Circle Financial & Insurance Services's most common email format?

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Legacy Full Circle Financial & Insurance Services employees' email format typically follows the pattern of First@legacyfullcircle.com. Trying to find reliable and up-to-date employee contact data? Find more Legacy Full Circle Financial & Insurance Services email formats with LeadIQ.

How many employees does Legacy Full Circle Financial & Insurance Services have currently?

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Legacy Full Circle Financial & Insurance Services has approximately 51 employees as of September 2026. These team members are located across 5 continents, including North America, Europe and Asia.

Who are Legacy Full Circle Financial & Insurance Services's key employees and leadership?

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As of September 2026, Legacy Full Circle Financial & Insurance Services's key employees include:

  • Vice President Research: M. H.
  • Owner: D. Y.
  • Sales Director: A. S.
  • Director: B. R.
  • Director: P. P.

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