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Todd is honored to make the 2021 Forbes Top Financial Security Professionals list. This list includes financial professionals who protect their client’s assets through life insurance. Todd entered this industry to help his clients protect what matters most. So, to be recognized as one of only 250 professionals by Forbes validates all the work that he does for his clients.

Read His Spotlight

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For additional details about the recognition, click here. Please note, the independent research firm considered in its ranking a variety of financial products and services which not all ranked Financial Security Professionals (FSPs) may be licensed to offer. Only those products and services FSPs are licensed to offer were considered in determining any individual FSP's rank. Click here for the full methodology.

For more information about NYLIFE Securities LLC and its investment professionals.

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top logo- color
  • WHO
    • Our People
    • Our Alliances
    • Our Philanthropy
  • WHAT
    • Our Approach
    • Our Services
  • WHY
    • Our Difference
    • Our Advantages
  • CONNECT
    • Raleigh Office
    • Cary Office
    • New Bern Office
  • CLIENT LOGIN
    • Legacypcs Client Website
    • Eagle Strategies/NYLIFE Securities
    • New York Life
Disclosure

Todd Purich, Adam Persky, and Erick Barone are agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in select jurisdictions. Insurance products and services may be offered only in jurisdictions where the agents are properly licensed. State license numbers shown where specifically required. Additional jurisdictions available upon request.
Todd Purich (AR Insurance License #1718773).
Erick Barone (CA Insurance License #4097153).

As a New York Life Agent, Todd Purich is licensed and authorized to offer insurance in Arkansas, but Legacy Private Client Services, LLC may not be. For additional information on Arkansas licensure status, please click here.

As a New York Life Agent, Erick Barone is licensed and authorized to offer insurance in California, but Legacy Private Client Services, LLC may not be. For additional information on California licensure status, please click here.

The following individuals are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company:
Todd Purich, 4140 Parklake Ave Ste 450, Raleigh, NC 27612, 919-841-0640.
Adam Persky, 1315 S Glenburnie Rd Ste D18, New Bern, NC 28562, 252-514-2568.
Erick Barone, 400 Pinner Weald Way Ste 102, Cary, NC 27513, 919-234-1720.

Todd Purich, Adam Persky, and Erick Barone are also Financial Advisers with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company. Advisory services are offered only in jurisdictions where the financial advisers and Eagle Strategies LLC are properly registered.

Todd Purich, Adam Persky, and Erick Barone are Member Agents of The Nautilus Group®, a service of New York Life Insurance Company.

Legacy Private Client Services, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Legacy Private Client Services, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

This website is intended for informational purposes only. Insurance, securities, and advisory products and services are available only in jurisdictions where the applicable representative and entity are properly licensed and registered. No offers may be made or accepted outside those jurisdictions.

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