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.


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.

Join Our Team Contact Form

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