Summary

LEGACY's Leadership Team.

Founded in 2005

Description

Legacy Financial is the trusted leader that modernizes wealth management and provides innovative solutions that allow you to live your passions. Contact us today for wealth management services.

Strengths

  • LEGACY's Leadership Team. has a strong market share in their industry
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Since LEGACY's Leadership Team. was founded, the company has grown faster than the industry average

Weaknesses

  • Revenue generated per employee is less than the industry average
  • Variance of revenue growth is more than the industry average
  • Web traffic rankings are worse than the industry average

Annual Revenue

LEGACY's Leadership Team.'s annual revenue

$10344000

Based on Kona Equity data

  • Revenue per employee

    $738857

  • Variance of revenue growth

    15.0

  • Annual revenue growth since founding

    $544421

  • Revenue growth rate from first known quarter to current

    204.2%

Employee Count

14 employees

  • Employee growth rate from first known quarter to current

    176.5%

Executives

Trent Lucas

Principal

l**@legacyfinancialadvisors.com

Jesse Hitt

Director, Business Development

h**@legacyfinancialadvisors.com

Maresa Tambling

Client Services Associate

t**@legacyfinancialadvisors.com

Lisa Hemingway

Director, Insurance Services

h**@legacyfinancialadvisors.com

Lee Hamblin

Part Owner

h**@legacyfinancialadvisors.com

Phyllis Loo

Personal Assistant

l**@legacyfinancialadvisors.com

Lindsay Eveler

Client Services Associate

e**@legacyfinancialadvisors.com

Matthew Aquilia

Financial Advisor

a**@legacyfinancialadvisors.com

Jennifer Huber

Client Operations Associate

h**@legacyfinancialadvisors.com

Linda Thayer

Client Insurance Services Associate

t**@legacyfinancialadvisors.com

G Score - 4

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.
  • G6 Annual revenue growth since founding is higher than the industry average.

Web Analysis

  • Rank

    8.62 M

Location

117 East Fourth St. 
Covington, KY  41011

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Key Information

Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with LEGACY's Leadership Team..

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Frequently Asked Questions

Where is LEGACY's Leadership Team. located?

LEGACY's Leadership Team.'s headquarters are located at 117 East Fourth St.  Covington, KY  41011.


What is LEGACY's Leadership Team.'s official website?

LEGACY's Leadership Team.'s official website is legacyfinancialadvisors.com


What is LEGACY's Leadership Team.'s revenue?

LEGACY's Leadership Team.'s annual revenue is $10.3 M.


How many employees does LEGACY's Leadership Team.'s have?

LEGACY's Leadership Team. has 14 employees


What industry does LEGACY's Leadership Team. belong to?

LEGACY's Leadership Team. is in the industry of Financial services.

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