The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
Lemnis Capital
Financial Services
Dallas, Texas 4,002 followers
Building legacies through investment, retirement, and wealth management strategies.
About us
We exist to help empower clients, their families, and our community to pursue their best futures so they may live a life of harmony and build a legacy to last generations. The infinity symbol, known as a “lemniscate” served as the inspiration of our firm. For our clients, it signifies the everlasting impact personalized investment, retirement, and wealth management strategies can have on a family’s legacy. For us, it signifies the infinite amount of positive impact we can have in our clients lives, our families, and within our community while pursuing our best futures. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Lemnis Capital is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. 5391301.1 (1/23)(Exp.1/25)
- Website
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www.BuildALegacy.com
External link for Lemnis Capital
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Dallas, Texas
- Type
- Partnership
Locations
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Primary
Get directions
12377 Merit Dr
Suite 1500
Dallas, Texas 75251, US
Employees at Lemnis Capital
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Charlie C. Tan
Hon. Strategic Advisor at National Science-Tech; Trade & Economy Special Economic Zone; Fujian-Dongshan
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Joel Cochran
Financial Consultant, CPFA®
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Ryan Wood, CFP®, ChFC®
Founder | President | SVP - Super Powers: Mentor/ Coach/ Leader/ Wealth Builder/ Helping Individuals Pursue Their Best Future
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Greer Kollman
Bridging the Wealth Gap through Financial Literacy
Updates
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If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:
Medicare At 65+
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An ILIT could play a role in your estate strategy.
A Primer on Irrevocable Life Insurance Trusts
buildalegacy.com
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The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
The Value of Insuring Against Life’s Risks
buildalegacy.com
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Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
Yours, Mine, and Ours: Estate Strategies for Second Marriages
buildalegacy.com
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If you thought that payouts from life insurance are tax-free in all cases, think again.
When Life Insurance Becomes Taxable
buildalegacy.com
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You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
Breaking Down the Parts of Medicare
buildalegacy.com
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A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance
Disability and Your Finances
buildalegacy.com
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Business owners should consider a succession plan sooner rather than later.
Succeeding at Business Succession
buildalegacy.com
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Please help us in welcoming this months class of Advisors to Lemnis Capital! Congratulations and welcome to your first day in this incredible profession. Enjoy the moment, help people, and work hard. #buildinglegacies
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