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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.

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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.

Disclosure

Todd Purich is an agent 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, AL, AR (AR Insurance License #1718773), CA (CA Insurance License #0F14404), CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MN, MS, MT, NC, NJ, NY, OH, OK, OR, PA, SC, TX, VA, WI, WV, and WY. No insurance business may be conducted outside the states referenced.

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

Todd Purich is a Registered Representative of and offers 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, 4140 Parklake Ave Ste 450, Raleigh, NC, 27612, 919-841-0640. In this regard, this communication is strictly intended for individuals residing in the states of AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MN, MS, MT, NC, NJ, NY, OH, OK, OR, PA, SC, TX, VA, WI, WV, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Todd Purich is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MN, MS, MT, NC, NJ, NY, OH, OK, OR, PA, SC, VA, WI, WV, and WY. As such, these services are strictly intended for individuals residing in the states referenced.

Todd Purich is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

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.​

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

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