


First Legacy Partners
Financial Services • United States • 1-10 Employees
Company overview
| Headquarters | United States |
| Phone number | +13259428984 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Services |
| Founded | 1999 |
| Employees | 1-10 |
| Socials |
Key Contact at First Legacy Partners
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?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $64,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
First Legacy Partners has never raised funding before.
Frequently asked questions
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