Lawrence James Epperly
Director Of Client ServiceLegacy Wealth Management IncCRD 6833223
About Lawrence James Epperly
Lawrence James Epperly is listed as Director Of Client Service at Legacy Wealth Management Inc in Memphis, TN. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Legacy Wealth Management Inc
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lawrence James Epperly work?
Lawrence James Epperly is listed as Director Of Client Service at Legacy Wealth Management Inc on SEC Form ADV.
How much of Legacy Wealth Management Inc does Lawrence James Epperly own?
Form ADV reports a beneficial ownership band of Under 5%.
Legacy Wealth Management Inc
| Title | Director Of Client Service |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |