Legacy Private Client Services, LLC | Raleigh, NC | Cary, NC | New Bern, NC

Legacy Private Client Services, LLC

Contact Us

701 Exposition Place,
Suite 203
Raleigh, NC 27615
Phone: 919-841-0640

400 Pinner Weald Way,
Suite 102
Cary, NC 27513
Phone: 919-234-1720

1315 S. Glenburnie Road,
Suite D18
New Bern, NC 28562
Phone: 252-514-2568
  • E-mail address: info@legacypcs.net
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    • Eagle Strategies LLC
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    • Contact Us
    • Our Services
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    • Our Difference
    • Our Associates
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    • Our Advantages
    • Our Alliances
    • Raleigh Office
    • Cary Office
    • New Bern Office
    • Eagle Strategies LLC
  • Associates

    • Todd Purich
    • Erick Barone
    • Adam Persky

Legacy Private Client Services, LLC | Raleigh, NC | Cary, NC | New Bern, NC

Legacy Private Client Services, LLC

Contact Us

701 Exposition Place,
Suite 203
Raleigh, NC 27615
Phone: 919-841-0640

400 Pinner Weald Way,
Suite 102
Cary, NC 27513
Phone: 919-234-1720

1315 S. Glenburnie Road,
Suite D18
New Bern, NC 28562
Phone: 252-514-2568
  • E-mail address: info@legacypcs.net
  • Home
  • About Us
    • Our Approach
    • Our Difference
    • Our Team
    • Our People
    • Our Philanthropy
    • The Nautilus Group®
    • Our Advantages
    • Our Alliances
    • Raleigh Office
    • Cary Office
    • New Bern Office
    • Eagle Strategies LLC
  • Products & Services
    • Our Services
  • Account Access
    • eMoney
  • Contact Us

Todd S. 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 the states of AK, AR (Todd AR Insurance License #1718773), AL, AZ, CA (Todd CA Insurance License #0F14404; Erick CA Insurance License #4097153), CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, NJ, NY, OK, OR, PA, SC, TX, VA, WI, WV, WY. No insurance business may be conducted outside these states referenced.

Todd S. Purich, Adam Persky, and Erick Barone are Registered Representatives of and offer securities products & services through NYLIFE Securities LLC. Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of AK, AR, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, MI, MN, MO, MS, MT, NC, NJ, NY, OK, OR, PA, SC, TX, VA, WI, WV, WY. No offers may be made or accepted from any resident outside the specific states referenced.

Todd S. Purich, Adam Persky and Erick Barone are also separately registered as an investment adviser representatives with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of AK, AR, AL, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MN, MS, MT, NC, NJ, NY, OK, OR, PA, SC, VA, WI, WV, WY. As such, these services are strictly intended for individuals residing in the specific states referenced.

Legacy Private Client Services, LLC, is not owned or operated by Eagle Strategies LLC or its affiliates and does not provide tax, legal or accounting advice.

Todd Purich and Erick Barone are Member Agents of the Nautilus Group® a service of New York Life Insurance Company. Nautilus services are only offered through Member Agents.

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Copyright 2023. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf