At Retirement Geeks / Legacy Life Group, we're always looking for partners, advisors, agents, consultants, managers and support staff that have passion, integrity and a commitment to excellence. If you believe that your hard work and results should provide you with satisfaction, financial rewards, and an opportunity to make a difference in the lives of our clients, we want to hear from you.
Please click here to contact us and express an interest in joining our growing financial firm. Please also include your resume or listing of past experience along with your area of specialty, and financial industry designations (if any). We will be in touch with you to discuss the potential of partnering and working together.
Securities, fee-based, and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/ SIPC, America's No. 1 independent broker / dealer.* Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial. *Based on total revenues, as reported by Financial Planning magazine, June 1996-2019.
Though our fixed insurance agents are licensed in all 50 states, our LPL Financial registered representatives associated with this Web site may only discuss and/or transact securities business with residents in the states in which they are licensed. Jon Dewar, the LPL Branch Manager is licensed in the following states: California, Florida, Indiana, Iowa, Massachusetts, Minnesota, Missouri, North Carolina, Ohio, South Carolina, Texas, and Virginia. RetirementGeeks & Legacy Life Group, Inc. are independent of LPL Financial.