Legacy Wealth Management, based in Memphis, Tennessee, is ranked No. 94 on the 2020 CNBC Financial Advisor 100 list. This is the firm's first year on CNBC's FA 100 list.
Total AUM: $1.5B+
Years in Business: 38
Accounts Under Management: 3,324
Previous appearances on FA 100 List: 0
Jim Isaacs, President & Chief Executive Officer
Duncan Miller, Managing Director
1715 Aaron Brenner Drive, Suite 301, Memphis, TN 38120