LJ
Lawrence James Epperly
CRD 6833223
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Legacy Wealth Management Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Legacy Wealth Management Inc
Director Of Portfolio Management · Less than 5% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗