Some quick details to point out about us.
Extremely competitive payouts starting at 65% and go up to 90%.
Monthly Quotes. Clients come first, quotas come never.
Your advisor relationship with Legacy Advisory Services gives you:
- Competitive Payouts
- Legacy planning for your book if you so choose
- Group Health Insurance
- Independence while benefiting from logistical support, shared overhead, and other economies of scale
- Freedom to recommend investment solutions that meet your clients’ needs.
- Access to enabling technology
- Compliance services
- Practice management programs and training
- Use of all services in office
- Transition and on-boarding support
- Compliance supervision
- Back office administrative support and training
- Practice management
- Individual office/workstation
- Professional conference rooms
- Use of CRM and paperless office/document storage system
- Quarterly branch meetings
- Marketing and client appreciation support
- Easy to access offices with advisor and client parking
- Beautifully appointed lobby
- Team members who serve on numerous boards and are involved in non-profit work and the community
- Use of all services in office
- Positive group that embraces and drives change
- Atmosphere that promotes fun, creativity, open mindedness, and individuality
- Collaborative work environment
Interested in joining?
Contact us today!
If you want to be part of a client-focused, team-based wealth management firm, then you’re in the right place!
Legacy Advisory Services is always looking for innovative, creative and customer-oriented team members. We’re looking for people who will help us deliver a “Wow” experience to our clients. If that’s you, simply fill out the form below and let us know how you’d be a good fit for our firm.