About Us
At The Legacy One Group, we believe that a plan is a powerful tool. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where Legacy One Group comes in. We're trained professionals, and we can draw on years of financial service experience when creating a long-term strategy.Whether your concern is paying too much in taxes or not having enough money to last throughout your retirement, our goal is to help you. Please call today if you think your plan is out-of-date. Most people need to update their financial plan each year to help ensure that it is in step with their life. If its been a while, act today. |
SUPERVISION / COMPLIANCE
Jerry Murphy | Managing Partner / MFA Jerry Murphy joined The Legacy One Group as a Managing Partner in March 2018 and also serves as the Managing Financial Advisor (MFA). He holds FINRA Series 7, 9/10, 14, 24, 63 and 66 licenses. From 2011 to 2017, Jerry led Atlanta, GA-based FSC Securities Corporation as its President and Chief Executive Officer. Jerry was responsible for driving strategic initiatives aimed at supporting the firm’s 1,100-plus advisors across the United States and also recruiting new advisors to the broker-dealer. He joined AIG Advisor Group in 2005 and served in a variety of roles, including Executive Vice President of AIG Advisor Group. In this position he played an integral part in a number of advisor-centric enhancement initiatives, partnering with colleagues in business units across the AIG Advisor Group network to provide advisors with solutions designed to grow their practices and better serve their clients. Prior to joining AIG Advisor Group, he was a senior executive at Janney Montgomery Scott, where he worked closely with advisors and was a member of a number of business-focused committees. Prior to moving into the broker-dealer space, Jerry was director, Policy and Practice Team for the NASDAQ Stock Market, where he led the team charged with assuring the integrity of companies listed in the marketplace. Jerry received his J.D. from Catholic University, Columbus School of Law, and his B.S. in Accounting from Mount Saint Mary’s College. He is a member of the Pennsylvania bar and District of Columbia bar and holds CPA license in Maryland although is currently inactive. |
Lea Goodman | Managing Partner / OSJ Lea Goodman is a managing partner of The Legacy One Group, Pearland, Texas and a Managing Field Advisor/OSJ of FSC Securities Corporation, member FINRA/SIPC. She holds Series 4, 7, 24, 53, 63, and 65 registrations, is registered in all 50 states and as an agent for multiple national carriers of Life, Accident, Health and HMO Insurance with the Texas Department of Insurance. Prior to joining The Legacy One Group in August 2000, Lea served as President, Tower Square Securities, from 1999-2000. From 1995-1999, she served as President of Advantage Capital Corporation (which was merged into FSC in 2009), as ACC Chief Operating Officer from 1990-1995 and ACC General Counsel from 1985-1990. She graduated with a Bachelor’s degree from the University of Houston, TX, and a Juris Doctor degree from the University of Houston’s Bates College of Law. In a highly regulated and intensely supervised business such as the securities industry, Lea utilizes her professional management, supervisory and legal skill sets to serve our client’s interests, our division and that of our broker dealer, FSC Securities Corporation. |
Ginger Hardy is the Chief Operating Officer of The Legacy One Group. She joined The Legacy One Group in October 2009 as Office Manager, after taking a break from the securities industry to have four children. She has a 25 year work history with Lea Goodman, Managing Partner of The Legacy One Group. Ginger holds the Series 7, 63, 66 and 24 registrations. In 1983, Ginger began her career in the securities arena within the legal department of American Capital Asset Management. She joined Advantage Capital (broker/dealer) in 1987 working with Lea Goodman. In 1989 Ginger was promoted to Paralegal, in 1990 to Legal Project Specialist, and in such role became part of the General Securities Department in 1997 where she assisted in the marketing and development of Advantage Capital's advisory product . She left Advantage Capital in 1999 as Assistant Vice President and began her voyage into motherhood with boy/girl twins. |
Richard Ethun | Financial Advisor Richard Ethun is a financial advisor with The Legacy One Group, Houston, Texas. He holds Series 7, 24, 63, and 66 registrations and is registered in all 50 states and as an agent for multiple national carriers of Life, Accident, Health and HMO Insurance with the State Departments of Insurance in Texas, South Carolina and Massachusetts. Prior to joining the securities business as a financial advisor with Advantage Capital Corporation in 1996, Richard spent over 20 years in private business. In 1972 after leaving the University of Texas in Austin, he joined Shiner of Austin, Inc. as a partner in the first independent urban distributor of this Texas beer. In 1979, as an owner and managing partner of Sunbelt Distributors, Inc., he brought Haagan-Dazs Ice Cream to central Texas. Over the next 14 years he managed the growth of this business to include Ben and Jerry’s Ice Cream, Dove Bars, Colombo Frozen Yogurt and a host of other products with exclusive distribution rights for the state of Texas. In 1991, through his company, AEM Marketing LP, Richard was awarded the exclusive rights to manufacture and distribute Colombo Frozen Yogurt and various other international products for the countries of the Pacific Rim with offices in Seoul, Korea; Manila, Philippines; and Saigon, Vietnam. Richard’s entrepreneurial experience provides a unique perspective for his clients. Richard strives to maintain a company with the highest professional and ethical standards to provide clients with customized investment advice in keeping with their particular financial needs and risk tolerance. Richard Ethun Phone: (713) 960-0200 |
Julie Chapman, CFP® | Financial Advisor Julie Chapman is a financial advisor with The Legacy One Group and holds the Securities 7, 66, and 24. She is registered in 23 states, including Texas, Virginia, California, Florida, Michigan, New York, Pennsylvania, Wisconsin, and North Carolina, with FSC Securities Corporation. Julie is also a Texas Insurance Agent, with Life, Accident, Health, and HMO and a Texas Real Estate Broker. She has served on the boards of the American Lung Association and Lovers Lane United Methodist Church; has been a Girl Scout Leader, and worked with various hospital visitation teams. She is a former Teacher of the Year and American Business Woman of the Year. Her passion is serving the needs of others. Julie Chapman Phone: (972) 758-0202 |
