Justin Carter

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

Justin Carter's Colleagues at Legacy Wealth Management
Brienne Jackson

CERTIFIED FINANCIAL PLANNER™/Director of Financial Planning

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Hallie Peyton

Director Of Client Services

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Rob Sievers

Director of Client Service

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Jim Isaacs

President & CEO

Contact Jim Isaacs

Duncan Miller

Managing Director

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Nicholas Sowell

Director Of Financial Planning

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Lawrence Epperly

Portfolio Manager

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Justin Carter'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
Justin Carter'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 Justin Carter
Justin Carter currently works for Legacy Wealth Management.
Justin Carter's role at Legacy Wealth Management is Financial Planner.
Justin Carter's email address is ***@legacywealth.com. To view Justin Carter's full email address, please signup to ConnectPlex.
Justin Carter works in the Investment Bank/Securities Brokerage industry.
Justin Carter's colleagues at Legacy Wealth Management are Brienne Jackson, Hallie Peyton, Rob Sievers, Jim Isaacs, Duncan Miller, Nicholas Sowell, Lawrence Epperly and others.
Justin Carter's phone number is 901-758-9006
See more information about Justin Carter