Marc G. Minor, RFC, CFF
Legacy Investment Services, Inc.
Legacy Premier Advisors, Inc.
Legacy Advisor Technologies, Inc
Marc Minor is Founder and CEO of Legacy Investment Services, which serves financial advisors and investors through its businesses including Advisor Nation and Advisor Controls™. Founded in 1993, Legacy Investment Services has grown to become one of the largest wealth management firms in the country offering portfolio management and wealth planning services to high and middle net-worth clients. Established in 2000, Advisor Nation has grown to become one of the leading advisor coaching programs in the country empowering advisors to overcome key business challenges through personalized coaching, proven strategies, marketing services, and a passionate community of over 140 advisors. Advisor Nation is a community with some of the best advisors in the country and was established to empower advisors to improve client service, efficiently run their practice, grow their business, and build a legacy through a turnkey integrated partnership. The three organizations serve a broad base of advisors and investors across the United States.
Marc first began honing his core principles after graduating from Bradley University. While working for a captive investment firm in 1991, Marc embraced the need to create repeatable processes that would improve investment planning and business outcomes: a tenacious focus on serving clients’ best interests; a relentless pursuit of excellence across every activity; and a burning desire to learn, grow intellectually, and innovate, enabled Legacy and Advisor Nation to grow to over $10 billion in collective assets and have led Marc to receive many accolades. He is continually ranked among the top advisors by Advisor Group and been honored with holding the Crystal Eagle award for excellence for the most consecutive years ranked by Woodbury Financial Services. Marc’s vision of providing a digital fiduciary path for advancing advisors to high producing levels has been realized through the creation of Advisor Controls™, which has become one of the fastest growing Fin-tech corporations in the country.
Marc is a sought-after speaker, thinker, and investment strategist. In the fall of 2019, Marc continued to expand his industry leadership by collaborating with NACFF™, a leading provider of fiduciary education and certification services. NACFF™ aligns with broker dealers and RIA firms to ensure their advisors are prepared for timely knowledge necessary to meet fiduciary rules. Marc’s academic credentials include being a Registered Financial Consultant™ and Certified Financial Fiduciary.
Marc is also actively involved in the community. He and his wife, Shelly, support Salvation Army, The American Cancer Society and The Ronald McDonald Foundation. As a technology innovator, Marc has shared his success principles through the development of financial advisor solutions built to deliver higher valuations and more productivity for advisors nationwide. Marc and his wife Michelle reside in Naples, Florida and have three wonderful children. He enjoys spending time with his family, boating, golfing, tennis, and he’s an avid Bradley University basketball fan.