Legacy Wealth Report Archive

Check out past editions of our newsletter, the Legacy Wealth Report.

Contact

Office: 954-474-7100

Toll-Free: 800-519-4015

Fax: 954-474-7399

1250 South Pine Island Road

#350

Plantation, FL 33324

[email protected]

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

THE LPL FINANCIAL REGISTERED REPRESENTATIVES ASSOCIATED WITH THIS SITE MAY ONLY DISCUSS AND/OR TRANSACT SECURITIES BUSINESS WITH RESIDENTS OF THE FOLLOWING STATES: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MT, NC, ND, NJ, NY, OH, OK, OR, PA, SC, TX, VA, VT, WA, WI.

SECURITIES OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH LWM ADVISORY SERVICES, LLC A REGISTERED INVESTMENT ADVISOR. LEGACY WEALTH MANAGEMENT, INC AND LWM ADVISORY SERVICES LLC ARE SEPARATE ENTITIES FROM LPL FINANCIAL.