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FORBES BEST-IN-STATE TOP FINANCIAL SECURITY PROFESSIONAL

We’re proud to be named by Forbes as one of the Best-in-State Top Financial Security Professionals for 2022. Our mission has always been to serve our clients with unmatched excellence, and this award is not only evidence of our dedication to you, but a sign of your unwavering trust in us. We’re incredibly grateful for the clients who rely on us to protect the things they care about most, and we cannot express how much we value your partnership with our firm.

Todd #5 and Erick #15 was chosen as one of just a few insurance professionals in North Carolina to receive this recognition in 2022. Agents were selected by an independent research firm based on various qualitative and quantitative data. You can learn more about SHOOK Research’s methodology here.

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. The ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

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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  • 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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