About Legacy Investment Consultants

Legacy Investment Consultants, whose independence is powered by LPL Financial, is full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

LPL Financial.  LPL Financial, located in San Diego, was established to provide ongoing professional advice to investors while helping them pursue their individual investment objectives.  Our firm is able to do this by offering truly objective financial advice on a fee-basis through LPL Financial. This method of compensation allows me to adjust your investment portfolio, without you having to pay commissions,* to ensure that your return potential is consistent with your risk tolerance.

Please call us at (321) 723-1040 if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

* Asset Allocation does not ensure a profit or protect against a loss