Advisor Legacy
Advisor Legacy is a comprehensive M&A firm, helping financial advisors grow, protect and transition their practice.
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Verified contacts
10
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
2
tools in use
Monthly traffic
52
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- SC
Shennandoah Connor
Vice President of Revenue Operations · Sales & Business Development
EmailPhone - TD
Todd Doherty
Vice President · General Business & Management
EmailPhone - AW
Anthony Whitbeck
Chief Executive Officer · Other
EmailPhone - BT
Ben Thelen
Vice President and Senior Coach · Other
EmailPhone - NT
Nicholas Tucker
Visionary · General Business & Management
EmailPhone - MT
Marie Tysick
Operations Manager · Operations
EmailPhone - NM
Nathan Morrison
Valuation Analyst · Finance & Accounting
EmailPhone - DM
Dawn Marie
Executive Coach & Integrator · Other
EmailPhone - TL
Travis Liedke
Legacy Solutions Sales Coach · Other
EmailPhone
Showing 9 of 10 verified contacts
Top roles at Advisor Legacy
10 distinct titles indexed · top 10 shown.
- 1chief executive officer
- 1executive coach & integrator
- 1lead coach
- 1legacy solutions sales coach
- 1operations manager
- 1valuation analyst
- 1vice president
- 1vice president and senior coach
- 1vice president of revenue operations
- 1visionary
Sign up to unlock all 10 contacts at Advisor Legacy
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 10 verified contacts at Advisor Legacy
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