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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: LEGACY WEALTH Advisers CRD Number: 324442OtherThanAnnual Amendment All
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Legacy Wealth Advisors is a financial advisory firm that specializes in wealth management and legacy planning.
Individuals or entities who have engaged the services of Legacy Wealth Advisors are required to file.
To fill out Legacy Wealth Advisors, individuals or entities must provide information about their financial situation, goals, and any existing estate plans.
The purpose of Legacy Wealth Advisors is to help clients manage their wealth, plan for their future, and create a lasting legacy for future generations.
Information such as assets, liabilities, income, expenses, and any existing estate plans must be reported on Legacy Wealth Advisors.
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