About Legacy Financial Services

MEET THE TEAM

PAUL ANDRE

Paul Andre, Financial Representative, began his career in financial services in 1970 and holds a BA degree in Finance from the University of Northern Colorado. Paul's financial career began at Security State Bank in Sterling CO. From there he worked for Home Federal Savings and loan functioning as V.P. of Operations. Paul then joined Northern Colorado Savings and Loan in 1973 as Executive V.P. and was one of the founders of 1st Northern Savings and Loans to become President in 1988. In 1990 Paul started in the Financial services with Mutual of New York and then joined Banc One Securities in 1993. From here Paul was invited to start the financial services department of 1ST Choice Bank in 1997 as they affiliated with Investment Centers of America until the bank sold in 2000. Paul Continued with ICA and moved his financial services department to Advantage Bank from 2000 to 2014.

In 2014 Paul became an independent representative with Investment Centers of America. In December of 2017 LPL purchased ICA and he now currently offers investments through LPL 1120 38th Ave. Ste. 1 Greeley, CO. 80634. Paul Continually participates in educational classes and conferences to stay abreast with the latest investment opportunities available.

Paul and his wife Karen have been married for 46 years and have three boys, Troy, Ryan and Todd and currently have 6 Grandchildren.

Paul has earned the trust of his clients since the start of his financial career in 1970 and continues to keep the client's needs first and foremost in all financial transactions.

TODD ANDRE

Todd Andre, Financial Adviser, began his career in financial services in April of 2017. Before joining Legacy Financial Services, he worked for State Farm at the Regional Office in various capacities for 15 years. Before joining the workforce, he attended and graduated from University of Northern Colorado with a BA in Business Marketing. Todd brings a strong desire to educate and assist clients in starting and maintaining their retirement accounts. Todd currently holds a Series 7 and 66 Registration through LPL Financial.
Financial Services — Financial Consultant Giving Calling Cars to his Client in Greeley, CO

Experienced Financial Firm

Legacy Financial Services currently offers is services through LPL Financial. LPL Financial was formed in 1989 through the merger of two small brokerage firms. Linsco & Private Ledger (founded in 1968 and 1973, respectively).
By merging these two companies, the founders of LPL sought to create a trusted alternative to Wall Street firms, one in which financial advisors could build highly competitive businesses while always doing what is right for their clients. Today, we are the largest independent broker/dealer in the country* supporting more than 16,000 financial advisors.

Experienced Financial Firm

Financial Services — Financial Consultant Giving Calling Cars to his Client in Greeley, CO
Legacy Financial Services currently offers is services through LPL Financial. LPL Financial was formed in 1989 through the merger of two small brokerage firms. Linsco & Private Ledger (founded in 1968 and 1973, respectively).

By merging these two companies, the founders of LPL sought to create a trusted alternative to Wall Street firms, one in which financial advisors could build highly competitive businesses while always doing what is right for their clients. Today, we are the largest independent broker/dealer in the country* supporting more than 16,000 financial advisors.

*This summary was reported by Financial Planning.
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