

Legacy Consulting Group Overview
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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
Phone Number
972-599-4750
Legacy Consulting Group Competitors
Founded | Type | Employees | Revenue | Funding | |
---|---|---|---|---|---|
2009 | Privately Held | 25 - 100 | 10.4M | $0 | |
- | - | 1-10 | - | $- |
Legacy Consulting Group Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Ex-employees positions
In Company
In New Company
Contact top employees from
Legacy Consulting Group
Jennifer Thill Boling
Operations & Compliance Manager
Danielle Richardson
Chief Executive Officer
Roger Shake
Partner
Ivan De Irish
Managing Director
Matthew Quinn
Senior Investment Advisor
Alexandra Greer
Staff Accountant
Kimber Oldham
Director Of Client Relations
Kelly Holifield
Client Service Representative
Priyanka vaishnavi
Business Development Executive
David Foster
Founding Partner
Luke Dowell
Staff Accountant
Chris Flores
Chief Operating Officer
Bryan Miller
Senior Consultant
Sharon Dunn
Office Administrative Assistant
Priyanka Chanderiya
HR Recruiter
Legacy Consulting
Business Owner
pallavi ahlawat
HR Manager
Greg Clearman
President /CEO
Dinesh Kumar
HR Recruitment
Jennifer Schmitt, CFP®, CPA
Certified Financial Planner, Certified Public Accountant
Rajni Permar
HR Recruiter