Jeffrey
Guy
Legacy Wealth Management Inc
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About this Advisor
Jeffrey Guy is a financial advisor operating in Memphis, Tennessee. Guy is currently employed by Legacy Wealth Management Inc. During their career, the advisor has held roles at Legacy Wealth Management, Hopeworks Inc, Highland Church Of Christ, Harding Academy, University Of Memphis, St. Luke'S Umc Challenges and Kroger. Guy holds a Series 65 license, qualifying them as an investment advisor representative, and can work in Tennessee. Legacy Wealth Management Inc is an advisory company based out of Memphis, TN. It has $2 billion in total assets between its 4,064 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves five charities and foundations. Of its 4,064 client accounts, 35% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees for financial advisory services largely vary depending on which service is offered. Fees billed by Legacy Wealth Management Inc may include 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
Jeffrey Guy Work History
Jeffrey has been registered as a financial advisor for 0 years.*
Legacy Wealth Management
Hopeworks Inc
Highland Church Of Christ
Harding Academy
University Of Memphis
St. Luke'S Umc Challenges
Kroger
*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 Jeffrey Guy 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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