Joseph J.D.

Sr. Financial Planner at Legacy Wealth Management - Memphis, TN, US

Joseph J.D.'s Colleagues at Legacy Wealth Management
Nathan Powell

Sr. Financial Planner

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Joseph Birch

Sr. Financial Planner

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Alan Vosburg

IT Manager

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Nicholas Cfp

Director Of Financial Planning

Contact Nicholas Cfp

Buddy Daves

Controller

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Charles Jalenak

Director & Chairman of Investment Committee

Contact Charles Jalenak

Rebecca Rawlinson

Director of Financial Planning

Contact Rebecca Rawlinson

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Joseph J.D.'s Contact Details
Email (Verified)
***@legacywealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
901-758-9006
Location
Greater Memphis Area
Company
Legacy Wealth Management
Joseph J.D.'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
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Frequently Asked Questions about Joseph J.D.
Joseph J.D. currently works for Legacy Wealth Management.
Joseph J.D.'s role at Legacy Wealth Management is Sr. Financial Planner.
Joseph J.D.'s email address is ***@legacywealth.com. To view Joseph J.D.'s full email address, please signup to ConnectPlex.
Joseph J.D. works in the Investment Bank/Securities Brokerage industry.
Joseph J.D.'s colleagues at Legacy Wealth Management are Nathan Powell, Joseph Birch, Alan Vosburg, Nicholas Cfp, Buddy Daves, Charles Jalenak, Rebecca Rawlinson and others.
Joseph J.D.'s phone number is 901-758-9006
See more information about Joseph J.D.