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October 3, 2017 RIA Announcement

October 5th, 2017 by Legacy Wealth Planning

To Our Clients and Friends, We are very excited to announce that there will soon be changes to the structure of Legacy Wealth Planning as we evolve our business to a new, more client focused level. What will we be doing? In the very near future we will be transitioning to a Hybrid Registered Investment […]

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Legacy Wealth Planning
10599 Double R Blvd
Reno, Nevada 89521

O: 775.850.2500
T: 866.591.2500
F: 775.850.2505





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Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we may only discuss or transact securities business with persons residing in states where we are currently registered. We are registered in the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wyoming.


Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Mariner Independent Advisor Network. Mariner Independent Advisor Network LLC and Legacy Wealth Planning are separate entities from LPL Financial. FINRA / SIPC

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