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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

TitleDirector Of Client Service
OwnershipUnder 5%
Control personYes
Since2025
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