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
174

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  • United States Of America
    174

Asia
6

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  • Bangladesh
    2
  • Viet Nam
    1
  • India
    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
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  • Stylized image of a person
    M. D.
    Executive Assistant To COO & CIO
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  • Stylized image of a person
    C. B.
    Owner
    Phone icon
  • Stylized image of a person
    L. K.
    Managing Partner
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  • Stylized image of a person
    F.
    Business Owner
    Phone icon
  • Stylized image of a person
    M. S.
    Owner
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  • Stylized image of a person
    M. A. P.
    Independent Financial Advisor/ Agency Owner
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  • Stylized image of a person
    O. M.
    Interim President
    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
    P. M.
    Securities Principal
    Phone icon
    United StatesFlorida
    Sep 10, 2025
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    D. R.
    Sr Retirement Plan Specialist
    Phone icon
    United StatesFlorida
    Feb 17, 2026
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    T. B.
    Senior Financial Representative
    Phone icon
    United StatesNew York
    Oct 18, 2025
  • Stylized image of a person
    S. H.
    Principal
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    L. B.
    Financial Sales Assistant
    Phone icon
    United StatesIowa
    Apr 15, 2026
  • Stylized image of a person
    C. E.
    Financial Advisor
    Phone icon
    United StatesGeorgia
    Mar 05, 2025
  • Stylized image of a person
    C. M.
    Financial Advisor
    Phone icon
    United StatesFlorida
    Jul 31, 2025
  • Stylized image of a person
    C. S.
    Independent Financial Advisor
    Phone icon
    Nov 17, 2025
  • Stylized image of a person
    D. C.
    Investment Adviser/ Registered Representative
    Phone icon
    United StatesIowa
    Apr 15, 2026
  • Stylized image of a person
    G. M.
    Financial Advisor
    Phone icon
    United StatesMichigan
    Oct 19, 2025

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. The company's main headquarters is located in West Palm Beach, Florida United States. 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 185 employees as of May 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 May 2026, The Legend Group's key employees include:

  • Vice President And General Counsel: B. C.
  • Executive Assistant To COO & CIO: M. D.
  • Owner: C. B.
  • Managing Partner: L. K.
  • Business Owner: F.

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