wealth team
Legacy Financial Group
$175MBook of businessas reported in coverage
7Advisors
Burton, MIMarket
1Moves on our record
The lineage
until Oct 8, 2026PRIOROsaic
Oct 8, 2026PRIORLPL Financial LLC
Oct 8, 2026CURRENTLPL Financial
Oct 7, 2026advisor moveOsaic → LPL Financial
No published coverage yet.