Prospeo
Hero Section BackgroundHero Section Background
First Legacy Partners

First Legacy Partners

Financial ServicesFlag of USUnited States1-10 Employees

Company overview

HeadquartersUnited States
Phone number+13259428984
Website
NAICS52
Keywords
Financial Services
Founded1999
Employees1-10
Socials

Key Contact at First Legacy Partners

Flag of US

Rob Keller

VICE PRESIDENT

About First Legacy Partners

First Legacy Partners and its predecessor, Reliance Securities, was founded over 15 years ago as a wholly owned subsidiary of Reliance Financial Corporation. First Legacy Partners (FLP), LLC, a subsidiary of First Legacy Investors, Inc., provides a different option for financial advisors. As First Legacy Investors’ distribution arm, we offer our clients a full range of financial advisory support and solutions, and provide our advisors with the processes, tools, and resources—including our fully integrated, best-in-class technology platform—they need to serve their investors optimally. Regardless of an advisor’s background (independent, wire house, RIA, or bank channel), we believe that our platforms create opportunities for our advisors to perform at the pinnacle of the financial services industry. Our objective advice is rooted in sound financial theory, knowledge, and services that are made available solely to fulfill the needs of our advisors and their clients. Securities and Investment Advisory Services offered through First Legacy Securities, LLC, a registered broker/dealer, member FINRA-SIPC.

$

First Legacy Partners revenue & valuation

Annual revenue$20,000,000
Revenue per employee$5,000,000
Estimated valuation?$64,000,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

First Legacy Partners has never raised funding before.

Frequently asked questions

First Legacy Partners is located in US.
You can reach First Legacy Partners at +13259428984.
First Legacy Partners was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.
First Legacy Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles