What departments does Legend Financial Marketing Services, LLC have?

Legend Financial Marketing Services, LLC has employees across 4 departments including Business Development, Operations, Program & Project Management, Accounting.

What is the largest department at Legend Financial Marketing Services, LLC?

The largest department at Legend Financial Marketing Services, LLC is Program & Project Management with 2 employees.

Where are Legend Financial Marketing Services, LLC employees located globally?

Legend Financial Marketing Services, LLC has employees across 2 continents and 3 countries including United States Of America, Canada, New Zealand.

How has Legend Financial Marketing Services, LLC's team size changed over time?

Legend Financial Marketing Services, LLC's team has grown from approximately 13 to 17 employees based on available data.

Legend Financial Marketing Services, LLC Employee Directory

InsuranceFlorida, United States11-50 Employees

Legend Financial Marketing Services, LLC operates in the insurance field, serving experienced independent advisors who seek more than a standard product channel. The firm presents itself as a strategic partner built on value, selectivity, and aligned incentives rather than mass recruiting. It provides highly personalized support and acts as an extension of the advisor’s practice, delivering expert case design and access to selective, high-margin products and forward-looking strategies intended to enhance client outcomes.

Based in Palm Beach Gardens, Florida, the company targets top independent advisors who pursue growth and long-term profitability beyond a back office and a rate sheet. A September 2023 news item notes a collaboration with Vodafone Fiji Limited, signaling expansion of partnerships beyond core markets.

Legend Financial Marketing Services, LLC Global Highlights

North America
31

United States Of America
30
Canada
1

Oceania
1

New Zealand
1

Legend Financial Marketing Services, LLC's Leadership

M. C. B.
Chief Of Staff
Mobile Phone
Email
A. B.
Vice President Of Business Development
Mobile Phone
Email
S. S.
Vice President Of Relationship Management
Mobile Phone
Email
C. X. C.
President/ Wealth Risk Management Specialist
Mobile Phone
Email
B. E.
Principal Cfo
Mobile Phone
Email
L. L.
Director Of Contracting Operations
Mobile Phone
Email
G. B.
Project Manager
Mobile Phone
Email
J. M.
Operations Project Manager
Mobile Phone
Email

Legend Financial Marketing Services, LLC Employee Metrics

100%

50%

0%

2026

2025

Business
Business Development
Administrative
Community & Social Services
Other

Contact profiles from Legend Financial Marketing Services, LLC

Name

Title

Contact

Location

Last Update

B. E.
Principal Cfo
Mobile Phone
Email
Jun 10, 2026
C. X. C.
President/ Wealth Risk Management Specialist
Mobile Phone
Email
Canada, Ontario
May 29, 2025
A. B.
Vice President Of Business Development
Mobile Phone
Email
Jun 28, 2026
S. S.
Vice President Of Relationship Management
Mobile Phone
Email
Oct 22, 2024
M. C. B.
Chief Of Staff
Mobile Phone
Email
Apr 14, 2026
L. L.
Director Of Contracting Operations
Mobile Phone
Email
Oct 22, 2024
G. B.
Project Manager
Mobile Phone
Email
Oct 16, 2024
J. M.
Operations Project Manager
Mobile Phone
Email
Oct 16, 2024
T. B.
Accounting Processor
Mobile Phone
Email
Sep 06, 2024

Frequently Asked Questions

What is Legend Financial Marketing Services, LLC known for?

Legend Financial Marketing Services, LLC was founded in 2018 and operates in the Insurance industry. Explore Legend Financial Marketing Services, LLC's company overview page for more information.

What is Legend Financial Marketing Services, LLC's most common email format?

Legend Financial Marketing Services, LLC employees' email format typically follows the pattern of First@legendfms.com. Trying to find reliable and up-to-date employee contact data? Find more Legend Financial Marketing Services, LLC email formats with LeadIQ.

How many employees does Legend Financial Marketing Services, LLC have currently?

Legend Financial Marketing Services, LLC has approximately 19 employees as of September 2026. These team members are located across 2 continents, including North America and Oceania.

Who are Legend Financial Marketing Services, LLC's key employees and leadership?

As of September 2026, Legend Financial Marketing Services, LLC's key employees include:

Chief Of Staff: M. C. B.
Vice President Of Business Development: A. B.
Vice President Of Relationship Management: S. S.
President/ Wealth Risk Management Specialist: C. X. C.
Principal Cfo: B. E.

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Legend Financial Marketing Services, LLC Employee Directory

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