James McCallister

Operations & Client Service Manager at Legacy Advisors - Plymouth Meeting, PA, US

James McCallister's Contact Details
HQ
610-943-3000
Location
Greater Philadelphia Area
Company
Legacy Advisors
James McCallister's Company Details
Legacy Advisors logo, Legacy Advisors contact details

Legacy Advisors

Plymouth Meeting, PA, US • 50 - 99 Employees
Financial Services

We are committed to helping our clients in their desire to achieve peace of mind by serving them with the highest level of integrity, ensuring that their business and personal affairs are in order, and helping them create a lasting legacy that embraces their value system, love of family, and commitment to their community.Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through Legacy Advisors, LLC, which is independently owned and operated.• Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.• This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.• The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.

Financial Services Financial Advisory Services
Details about Legacy Advisors
Frequently Asked Questions about James McCallister
James McCallister currently works for Legacy Advisors.
James McCallister's role at Legacy Advisors is Operations & Client Service Manager.
James McCallister's email address is ***@legacyadvice.com. To view James McCallister's full email address, please signup to ConnectPlex.
James McCallister works in the Financial Services industry.
James McCallister's colleagues at Legacy Advisors are Keegan Einspanier, Aaron Everly, Genevieve Vicari, Levi Z., Joseph T., Kevin Newbert, Ryan Becker and others.
James McCallister's phone number is 610-943-3000
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