Wylie, TX
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →David is a partner at Legacy Retirement Plan Services, providing retirement plan consulting and financial planning, which takes nearly full-time. He also sells life insurance through the same entity, but this takes minimal time.