The Legend Group logo

The Legend Group Employee Directory

Financial ServicesFlorida, United States51-200 Employees

The Legend Group is a mid-sized financial services firm based in West Palm Beach, Florida, operating as a full-service broker-dealer and registered investment adviser. It was acquired by Lincoln Investment in 2017, integrating its operations into Lincoln’s platform to support clients across different life stages as they pursue financial security. Advisory services are delivered through Lincoln Investment or Capital Analysts, both registered investment advisers, while securities are offered through Lincoln Investment, a broker-dealer and member of FINRA/SIPC. The firm serves individuals and families seeking long-term financial well-being by connecting them with independent professionals and a broad range of investment options.

Find The Legend Group employees' phone numbers or email addresses

The Legend Group Global Highlights

Location
Employees

North America
172

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  • United States Of America
    172

Asia
8

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  • India
    3
  • Bangladesh
    2
  • Viet Nam
    1
  • Singapore
    1
  • China
    1

Europe
3

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  • United Kingdom Of Great Britain And Northern Ireland
    1
  • Spain
    1
  • Norway
    1

Africa
2

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  • Nigeria
    1
  • South Africa
    1

The Legend Group's Leadership

  • Stylized image of a person
    B. C.
    Vice President And General Counsel
    Phone icon
  • Stylized image of a person
    C. B.
    Owner
    Phone icon
  • Stylized image of a person
    F.
    Business Owner
    Phone icon
  • Stylized image of a person
    M. S.
    Owner
    Phone icon
  • Stylized image of a person
    O. M.
    Interim President
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  • Stylized image of a person
    M. M.
    Office Manager
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  • Stylized image of a person
    S. H.
    Principal
    Phone icon
  • Stylized image of a person
    C. S.
    Independent Financial Advisor
    Phone icon

The Legend Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Entrepreneurship
  • Support
  • Administrative
  • Other

Contact profiles from The Legend Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. H.
    Call Center/Trade Desk Administrator
    Phone icon
    Jun 25, 2026
  • Stylized image of a person
    K. S.
    Registered Representative
    Phone icon
    May 30, 2026
  • Stylized image of a person
    L. M. C.
    Registered Representative
    Phone icon
    Oct 19, 2025
  • Stylized image of a person
    A. S.
    Training Specialist
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    E. B.
    Security Coach And Hero In Training
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    J. A. C. A.
    Certified Financial Planner™
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    L. M.
    Registered Representative
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    M. S.
    Financial Advisor
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    M. T.
    Registered Representative
    Phone icon
    Sep 12, 2024
  • Stylized image of a person
    M. A.
    Supervisor
    Phone icon
    Oct 23, 2024

Frequently Asked Questions

What is The Legend Group known for?

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The Legend Group was founded in 1964 operates in the Financial Services industry. Explore The Legend Group's company overview page for more information.

What is The Legend Group's most common email format?

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

How many employees does The Legend Group have currently?

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The Legend Group has approximately 184 employees as of July 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are The Legend Group's key employees and leadership?

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As of July 2026, The Legend Group's key employees include:

  • Vice President And General Counsel: B. C.
  • Owner: C. B.
  • Business Owner: F.
  • Owner: M. S.
  • Interim President: O. M.

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