Hallie Peyton

Director Of Client Services at Legacy Wealth Management - Memphis, TN, US

Hallie Peyton's Contact Details
HQ
901-758-9006
Location
Greater Memphis Area
Company
Legacy Wealth Management
Hallie Peyton's Company Details
Legacy Wealth Management logo, Legacy Wealth Management contact details

Legacy Wealth Management

Memphis, TN, US • 50 - 99 Employees
Investment Bank/Securities Brokerage

Since 1982, Legacy Wealth Management's approach to financial planning and portfolio management comes from experience and knowledge as an independent registered investment advisory firm.We customize the coordination of Financial Planning and Portfolio Management to achieve client-specific financial and life goals. "Because Financial Security Doesn't Just Happen"Firm OverviewIndependent, fee-only Financial Planning and Portfolio Management since 1982Employee-owned firm compensated solely by client fees, not by commissions700+ clients nationwide (across 34 states)$1 + billion under management98% client retention ratio (past 5 years for clients over our minimum)

Wealth Management Comprehensive Financial Planning Portfolio Management Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Legacy Wealth Management
Frequently Asked Questions about Hallie Peyton
Hallie Peyton currently works for Legacy Wealth Management.
Hallie Peyton's role at Legacy Wealth Management is Director Of Client Services.
Hallie Peyton's email address is ***@legacywealth.com. To view Hallie Peyton's full email address, please signup to ConnectPlex.
Hallie Peyton works in the Investment Bank/Securities Brokerage industry.
Hallie Peyton's colleagues at Legacy Wealth Management are Rob Sievers, Jim Isaacs, Duncan Miller, Nicholas Sowell, Lawrence Epperly, Lukas Hooper, Christina Daniels and others.
Hallie Peyton's phone number is 901-758-9006
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