Lawrence Epperly

Portfolio Manager at Legacy Wealth Management - Memphis, TN, US

Lawrence Epperly's Colleagues at Legacy Wealth Management

Christina Daniels

Office Coordinator

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Joseph J.D.

Sr. Financial Planner

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Nathan Powell

Sr. Financial Planner

Contact Nathan Powell

Joseph Birch

Sr. Financial Planner

Contact Joseph Birch

Nicholas Cfp

Director Of Financial Planning

Contact Nicholas Cfp

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Lawrence Epperly'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
Memphis Metropolitan Area

Company
Legacy Wealth Management

Lawrence Epperly's Company 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 Lawrence Epperly

Lawrence Epperly currently works for Legacy Wealth Management.

Lawrence Epperly's role at Legacy Wealth Management is Portfolio Manager.

Lawrence Epperly's email address is ***@legacywealth.com. To view Lawrence Epperly's full email address, please signup to ConnectPlex.

Lawrence Epperly works in the Investment Bank/Securities Brokerage industry.

Lawrence Epperly's colleagues at Legacy Wealth Management are Lukas Hooper, Christina Daniels, Joseph J.D., Nathan Powell, Joseph Birch, Alan Vosburg, Nicholas Cfp and others.

Lawrence Epperly's phone number is 901-758-9006