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About Legacy Full Circle

Our History

Building trust, one relationship at a time since 2008.

Legacy Full Circle was founded in 2008 with a clear vision: to build an IMO that truly works for advisors, not the other way around. From the beginning, we focused on doing things the right way — prioritizing transparency, strong carrier relationships, and long-term partnerships.

Over the years, we've grown steadily and intentionally — not by taking on everyone, but by choosing to partner with agents and agencies who share our values. Today, we operate in 33 states with over 4,000 agents and agencies nationwide.

2008
Founded
33
States
4,000+
Agents
100+
Yrs Combined Exp.

A Timeline of Growth

2008
Foundation

Legacy Full Circle was founded with a clear vision: to build an IMO that truly works for advisors, not the other way around. Founded in Covina, CA, with a focus on transparency and integrity from day one.

2010
Expanding Partnerships

Established key carrier relationships and began building our strategic partner network — the foundation that allows us to offer advisors access to top-tier resources and products across multiple lines.

2015
National Growth

Expanded operations to serve advisors in multiple states across the country. Our reputation for transparency and agent-first support began attracting advisors and agencies from coast to coast.

Today
33 States Strong

Now operating in 33 states with over 4,000 agents and agencies nationwide. We continue to grow — not by compromising our values, but by staying true to the mission we started with in 2008.

Ready to Grow?

Your Next Chapter Starts Here.

Book a strategy session with our team. No pressure, no pitch — just an honest conversation about where you are and where you want to be.