Broker Check

Strategic Alliances

Gaea and Legacy One Financial are aligned with Golden State Wealth Management and supported by LPL Financial seeking to offer the best and well-researched investments planning strategies and products.

Legacy One Financial: Strategic Alliance with Golden State Wealth Management

Golden State Wealth Management (“GSWM”) is a SEC registered investment adviser that provides financial advisors with access to independent research, industry-leading technology and a turnkey asset management program. With a business alignment with LPL Financial, GSWM is committed to creating an atmosphere that benefits both advisors and their investors through efficient business practices and a high-level support network. More information can be found at www.teamgoldenstate.com.

Legacy One Financial: Supported and Powered by LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best help their clients attain their financial goals and fulfill their dreams. With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as: Enabling technology, Comprehensive clearing and compliance services, Practice management programs and training, and Independent research. Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients’ financial needs. They do so by using the firm’s tools and resources that help them discover their clients’ priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients’ lives; and make product recommendations that put clients on the path to pursuing their goals.
For more information about LPL Financial, visit www.lpl.com.

Golden State Wealth Management, Legacy One Financial and LPL Financial are separate entities.