Become an Advisor with a company that cares

With back-end support, marketing help and more, Legacy Advisory Services can help you grow further as an independent financial advisor.

Some quick details to point out about us.

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Extremely competitive payouts starting at 65% and go up to 90%.

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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
  • Multiple Custodians
  • 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
  • Financial group branding
  • 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
  • Access to an OSJ to help mentor you to succeed and grow your business
  • Positive group that embraces and drives change
  • Atmosphere that promotes fun, creativity, open mindedness, and individuality
  • Collaborative work environment
professional-advisors

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.

Join Our Team Contact Form

  • Tell us a little bit about your background.

  • Drop files here or