Legacy Wealth Partners of Raymond James Revenue
Financial Services • 
Carmel, Indiana, United States • 1-10 Employees
Legacy Wealth Partners of Raymond James revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Key Contact at Legacy Wealth Partners of Raymond James
Paul Brown
Company Director
Company overview
| Headquarters | 10401 N. Meridian Street, Suite 122, Indianapolis, Indiana 46290, US |
| Phone number | +13177950998 |
| Website | |
| NAICS | 52 |
| Keywords | Business Succession Planning, Holistic Financial Planning, Liability Management, Comprehensive Retirement Planning, Charitable Inclinations And Gifting, Goal-Oriented Investment Management, Up To 25 Educational And Social Events Each Year |
| Employees | 1-10 |
Legacy Wealth Partners of Raymond James Email Formats
Legacy Wealth Partners of Raymond James uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@danoyes.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@danoyes.com | 50% |
{first name}.{last name} | john.doe@raymondjames.com | 50% |
About Legacy Wealth Partners of Raymond James
LEGACY WEALTH PARTNERS of Raymond James is an exclusive, all-inclusive wealth strategy practice for your family, business or foundation. We handle all aspects of your financial security: Asset, Liability, Risk, and Transition Management. Our investment philosophy is advisory based and we offer private equity and premier wealth management. We are committed to excellence and a customer-centric approach that puts client experience above anything else. We have developed a strong foundation of trust with our clients and provide a holistic approach as we serve complex financial needs for individuals and institutions. LWP encompasses a strong philanthropic mission for our clients and it is evident in their estate and charitable planning. Exclusivity, exceptional service, and going the extra mile to exceed our clients’ expectations are the very core of the Legacy Wealth Partners business model.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Legacy Wealth Partners of Raymond James has never raised funding before.
Frequently asked questions
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