Team

As a member of Kaiser Financial, we are supported by one of the top independent broker dealers in the country, LPL Financial.

LPL Financial's mission is to provide advisors with access to a wide range of financial services and resources. They produce no financial products and encourage their advisors to be independent. They're committed to what is in the best interests of clients.

LPL Financial has strong relationships with quality manufacturers of financial strategies and products. This experience and knowledge combined with access to robust resources provides Legacy advisors with the tools they need to deliver advanced wealth management strategies.

Choose comprehensive service

Advisors who are members of LPL Financial take a holistic approach to your financial planning and implementation needs. They offer you comprehensive service when you need the advice and experience of a qualified financial advisor.

With LPL Financial, you have the benefit of an experienced, independent and dedicated financial professional backed by a network of national resources helping you pursue your financial goals. That is truly a powerful partnership working for you.