IRVINE, Calif., Dec. 19, 2014 (GLOBE NEWSWIRE) -- Golden State Wealth Management is pleased to welcome its newest affiliate, Bradley Fallon. Brad joins the team with 8 years of experience in financial services. After graduating from Villanova University in 2005, Mr. Fallon joined Merrill Lynch to begin his career as a Financial Advisor in Seal Beach and has built his successful practice on a foundation of integrity and service to his clients. "I am excited to welcome Brad as the newest member of the Golden State team. Brad brings years of experience serving high net worth clients across the country and lives the motto of Golden State - working ethically, legally and profitably," said Daniel Catone, founder and Managing Partner. "I for one am greatly impressed by his vigor and drive to continue building his practice with Golden State."
In his free time, Brad enjoys watching sports and has played hockey, soccer, football and rowed crew. He also enjoys cooking and spending time with his wife Sarah and newborn daughter, Haley. Brad will be located and working with his clients at Golden State's headquarters in Irvine, CA.
About Golden State Wealth Management
Golden State Wealth Management is a Hybrid Registered Investment Advisor dedicated to financial professionals and their clients. We believe in providing an infrastructure and support network that allows our affiliated advisors to focus on their clients and professional development. The firm promotes practice ownership, succession planning, flexibility in investing decisions, compliance oversight, dedicated transition support, and a low-cost investment platform that benefits both advisors and investors. Our partnership with LPL, the nation's largest independent broker/dealer,* provides comprehensive tools and research necessary in today's complex markets.
The firm is committed to creating a comfortable and luxurious atmosphere while supporting its affiliated members. Golden State offers three distinct levels of affiliation (Gold, Silver and Bronze), to meet the modern advisors unique needs. Our Gold affiliates enjoy a fully furnished, staffed, and luxurious turnkey office, complete with concierge service. Silver affiliation, for the on the go financial advisor, supports remote flexibility with access to Golden State's amenities. Lastly, Bronze, structured for the most independent advisor, provides access to the RIA and personalized attention based on individual business needs wrapped in an ultra-competitive revenue package.
Golden State Wealth Management asks that our members be motivated, legal, ethical, and profitable.
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*As reported in Financial Planning magazine, June 1996-2013, based on total revenue.
Source: Golden State Wealth Management