What departments does Legend Financial Marketing Services, LLC have?

Legend Financial Marketing Services, LLC has employees across 6 departments including Finance, Operations, Business Development, Sales, Program & Project Management.

What is the largest department at Legend Financial Marketing Services, LLC?

The largest department at Legend Financial Marketing Services, LLC is Operations with 4 employees.

Where are Legend Financial Marketing Services, LLC employees located globally?

Legend Financial Marketing Services, LLC has employees across 2 continents and 3 countries including United States Of America, Canada, New Zealand.

How has Legend Financial Marketing Services, LLC's team size changed over time?

Legend Financial Marketing Services, LLC's team has grown from approximately 13 to 15 employees based on available data.

Legend Financial Marketing Services, LLC Employee Directory

InsuranceFlorida, United States11-50 Employees

Legend Financial Marketing Services, LLC operates in the insurance field, serving experienced independent advisors who seek more than a standard product channel. The firm presents itself as a strategic partner built on value, selectivity, and aligned incentives rather than mass recruiting. It provides highly personalized support and acts as an extension of the advisor’s practice, delivering expert case design and access to selective, high-margin products and forward-looking strategies intended to enhance client outcomes.

Based in Palm Beach Gardens, Florida, the company targets top independent advisors who pursue growth and long-term profitability beyond a back office and a rate sheet. A September 2023 news item notes a collaboration with Vodafone Fiji Limited, signaling expansion of partnerships beyond core markets.

Legend Financial Marketing Services, LLC Global Highlights

North America
30

United States Of America
29
Canada
1

Oceania
1

New Zealand
1

Legend Financial Marketing Services, LLC's Leadership

B. L.
Chief Operating Officer
Mobile Phone
Email
M. C. B.
Chief Of Staff
Mobile Phone
Email
A. B.
Vice President Of Business Development
Mobile Phone
Email
M. S.
Vice President Of Business Development
Mobile Phone
Email
N. L.
Vp Relationship Management
Mobile Phone
Email
J. D.
Vice President - Life Sales
Mobile Phone
Email
J. B.
Vp Annuity Sales
Mobile Phone
Email
S. S.
Vice President Of Relationship Management
Mobile Phone
Email

Legend Financial Marketing Services, LLC Employee Metrics

100%

50%

0%

2026

2025

Business
Business Development
Administrative
Community & Social Services
Accounting
Other

Contact profiles from Legend Financial Marketing Services, LLC

Name

Title

Contact Info

Location

Last Update

J. R. B.
President/Ceo
Mobile Phone
Email
United StatesFlorida
Mar 04, 2026
B. E.
Principal Cfo
Mobile Phone
Email
Jun 10, 2026
M. D.
Senior Partner
Mobile Phone
Email
United StatesFlorida
Mar 25, 2026
B. L.
Chief Operating Officer
Mobile Phone
Email
United StatesFlorida
Jun 27, 2026
L. K.
Partner
Mobile Phone
Email
United StatesGeorgia
Dec 29, 2025
M. C. B.
Chief Of Staff
Mobile Phone
Email
Apr 14, 2026
A. B.
Vice President Of Business Development
Mobile Phone
Email
Jun 28, 2026
M. S.
Vice President Of Business Development
Mobile Phone
Email
United StatesKansas
Jun 24, 2026
N. L.
Vp Relationship Management
Mobile Phone
Email
United StatesFlorida
Mar 04, 2026
J. D.
Vice President - Life Sales
Mobile Phone
Email
United StatesFlorida
Mar 04, 2026

Frequently Asked Questions

What is Legend Financial Marketing Services, LLC known for?

Legend Financial Marketing Services, LLC was founded in 2018 operates in the Insurance industry. The company's main headquarters is located in 3300 Pga Boulevard #820 Palm Beach Gardens, Florida 33410 United States. Explore Legend Financial Marketing Services, LLC's company overview page for more information.

What is Legend Financial Marketing Services, LLC's most common email format?

Legend Financial Marketing Services, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legend Financial Marketing Services, LLC email formats with LeadIQ.

How many employees does Legend Financial Marketing Services, LLC have currently?

Legend Financial Marketing Services, LLC has approximately 18 employees as of June 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Legend Financial Marketing Services, LLC's key employees and leadership?

As of June 2026, Legend Financial Marketing Services, LLC's key employees include:

Chief Operating Officer: B. L.
Chief Of Staff: M. C. B.
Vice President Of Business Development: A. B.
Vice President Of Business Development: M. S.
Vp Relationship Management: N. L.

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Legend Financial Marketing Services, LLC Employee Directory

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