David B Legacy

Investment Consultant

Name variants:
Daved Legacy, Dayvid Legacy, Dave Legacy, Davey Legacy, Davie Legacy, Davy Legacy

If it is your profile

Claim it

You may know David B Legacy

Make recommendation

Contact Information

Last Update
Jul 9, 2022
Email
dl**@emersonequity.com, da**@yahoo.com
Location
Braintree, MA
Company

Workplace

Investment Consultant

Industry

Financial Services

Work History

Investment Consultant

from May 2018

Director of Capital Markets

National Accounts and Wholesaling for a sponsor of a multifamily portfolio in the Midwest and a real estate development firm based out of Georgia. Available for new assignments.
from Aug 2017

Investment Consultant, Sa

Jul 2016 — Aug 2017

Director of Business Development

Buffalo, NY
Securities offered through Emerson Equity LLC, A registered Broker Dealer, member FINRA, SIPC. Emerson Equity is not an affiliate of Bradford.
Jul 2015 — May 2016

Founder and Director and Publisher

265 south Anita Dr SUITE 250, Orange, CA 92868
Successfully planned, launched and operated a niche news publication dedicated to the advisor-sold non-traded direct investment industry and subsequently sold the business effective June 1, ...
Nov 2013 — Jun 2015

Hybrid Wholesaler - New England and Mid-Atlantic

14 Philips Pkwy, Montvale, NJ 07645
May 2008 — Nov 2013

401K Internal Wholesaler and Sales Desk Manager

111 Huntington Ave, Boston, MA 02199
Dec 2005 — May 2008

Director of Sales and Marketing and Founder

Feb 2004 — Nov 2005

401K Consultant

100 Federal St, Boston, MA 02110
Sep 2001 — Feb 2004

Education

2018 — 2020
2018 — 2019
1997 — 2001

Occupations

Counselor
Accountant
Finance and Accounting Specialist
Executive
Director
Real Estate Broker
Licensed Real Estate Broker
Advisor
Accounting Bookkeeper
Bookkeeper
Operations Manager
Property Manager
Real Estate Manager

Skills

Investments
Marketing
Securities
401K
Management
Sales
Marketing Strategy
Asset Management
Portfolio Management
Wealth Management
Alternative Investments
Series 7
Series 63
Mutual Funds
Retirement Planning
Securities Regulation
Financial Services
401 Retirement Savings Plans
Series 66

FAQs about David B Legacy

What is the main profession of David B Legacy?

This professional's job is Investment Consultant

What are the main profession of This professional?

These person's professions are Counselor

Where is David B Legacy located?

David B Legacy is currently located in Braintree, Massachusetts.

Does David B Legacy have the email address?

dl**@emersonequity.com and da**@yahoo.com is David B Legacy's email address.

Where did David B Legacy work?

This expert worked at Emerson Equity, Consultant.

What education does David B Legacy have?

David studied at the Boston University from 2018 to 2020.

What is the industry that David B Legacy is connected to?

This professional works in Financial Services industry.

What are special skills of David B Legacy?

David B Legacy has the following skills: Investments, Marketing, Securities, 401K, Management, Sales, Marketing Strategy, Asset Management, Portfolio Management, and Wealth Management.
Login