Legacy Investment Advisors & Wealth Management Launches with Osaic Partnership

Strategic Insights -

Brian Collins, a 37-year veteran advisor, has launched a new independent firm, Legacy Investment Advisors & Wealth Management, in West Virginia. With his extensive experience guiding families through key financial milestones, Collins aims to empower his clients with the knowledge and strategies needed to achieve their goals and secure their futures. Collins' client-first approach has made him a trusted advisor in the Hurricane community, where he has spent decades helping residents with personalized investment strategies, income protection, debt solutions, retirement planning, and education funding.

Key Takeaways:

  • Brian Collins, a veteran advisor, has launched Legacy Investment Advisors & Wealth Management, a new independent firm in West Virginia.
  • Collins has 37 years of experience guiding individuals and families through key financial milestones, with a focus on client education, financial literacy, and long-term independence.
  • Collins previously served clients as a representative with Primerica, overseeing approximately $540 million in client assets.
  • Collins' client-first approach has made him a trusted advisor in the Hurricane community, where he has spent decades helping residents with personalized investment strategies, income protection, debt solutions, retirement planning, and education funding.
  • Legacy Investment Advisors & Wealth Management aims to deepen Collins' mission to empower clients with the knowledge and strategies needed to achieve their goals and secure their futures.
  • Collins has affiliated with Osaic, one of the nation's largest providers of wealth management strategies, to access the best technology, tools, and support to grow his firm.
  • Collins' values of integrity, respect, and lifelong financial learning align with Osaic's mission to empower advisors to enhance lives and legacies.

Statistics:

  • 37 years: Brian Collins' experience as a financial advisor.
  • $540 million: The approximate value of client assets overseen by Collins in his previous role with Primerica.
  • 11,000: The number of financial professionals supported by Osaic.
  • 4 decades: The amount of time Collins has spent guiding families through key financial milestones.

Sources:

  • Businesswire: "Legacy Investment Advisors & Wealth Management Launches with Osaic Partnership" (October 29, 2025)
  • About Osaic: https://www.osaic.com
  • Securities and investment advisory services are offered through Osaic Wealth, Inc. and Osaic Institutions, Inc.
  • Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co.
  • Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC. and CW Advisors, LLC.