Legacy Consulting Group
Legacy Consulting Group

Legacy Consulting Group Overview

Contact top employees from Legacy Consulting Group

Summary

Legacy Consulting Group is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Plano, Texas, USA. The number of employees ranges from 25 to 100. The annual revenue of Legacy Consulting Group varies between 5.0M and 25M. To connect with Legacy Consulting Group employee register on SignalHire.

Legacy Consulting Group industries

Financial Services

Headquarters Location

Legacy Consulting Group Employees Size

1-10 employees

Specialties

Financial Planning, Transitions, Divorce, Investment Management, Life Planning, Retirement, Financial Advising

DMA Code

Dallas-fort Worth Metropolitan Area

Founded

1997

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Independent Company

Contact Legacy Consulting Group

Organization Website

Social Links

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Phone Number

972-599-4750

Legacy Consulting Group Competitors

Founded
Type
Employees
Revenue
Funding
2009Privately
Held
25 - 100 10.4M $0
-- 1-10 - $-

Legacy Consulting Group Employees Turnover 2 quarter 2025

Number of employees switched from or switched to
arrow
Total number all of employee turnover
Ex-employees switched to
Length of Employment
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Ex-employees positions
In Company
In New Company
Contact top employees from Legacy Consulting Group
Jennifer Thill Boling
Operations & Compliance Manager
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Ray Brown
Founder & Managing Principal
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Matthew Quinn
Senior Investment Advisor
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Kimber Oldham
Director Of Client Relations
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Kelly Holifield
Client Service Representative
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Priyanka vaishnavi
Business Development Executive
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Joel Russ
Founder and President
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Chris Flores
Chief Operating Officer
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Sharon Dunn
Office Administrative Assistant
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Jennifer Schmitt, CFP®, CPA
Certified Financial Planner, Certified Public Accountant
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