Hallie
Peyton
Legacy Wealth Management Inc
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About this Advisor
Hallie Peyton is a certified financial planner who works out of Germantown, Tennessee with 19 years of industry experience. Peyton is currently employed by Legacy Wealth Management Inc. They have spent their whole career at Legacy Wealth Management Inc. Peyton holds a Series 63 license, qualifying them as a securities agent, and is approved to advise clients in Tennessee. Legacy Wealth Management Inc is a registered investment company based out of Memphis, TN. It administers $2 billion in assets under management between its 4,064 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to five charitable organizations. Of its 4,064 accounts, 35% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Financial advisory fees vary depending on which services the firm provides the client. However, fees billed by Legacy Wealth Management Inc likely consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Legacy Wealth Management Inc Brokerage Details
$1,778,418,452
23
4,064
$437,603
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Hallie Peyton Work History
Hallie has been registered as a financial advisor for 19 years.*
Legacy Wealth Management,Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Hallie Peyton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Legacy Wealth Management Inc
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
Memphis, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
