LPL Financial, located at Southland Credit Union, is committed to helping you work toward turning your aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs. Through our relationship with LPL Financial, you have access to a wide variety of products and services.
To learn more about these and other investment tools or schedule a FREE no obligation consultation, contact:
LPL Financial Advisor
CA Insurance Licence # 0D36743
Office located at Southland Credit Union
10701 Los Alamitos Blvd.
Los Alamitos, CA 90720
Available by appointment at all Southland Credit Union Branch Locations
Most people want to retire in comfort; some hope to afford a quality college education for their children or grandchildren; others have charitable interests to pursue. Whatever your personal goals may be, I know that achieving them is extremely important to you.
Plan to work toward reaching your objectives
Whether your goals are simple or complex, to pursue them effectively you should have a comprehensive financial plan that includes:
Managing your finances is easier with a professional by your side. As your financial consultant, my mission is to become your partner for financial success—to make a difference for you, your family and your future.
I am able to do this with the substantial resources and support of my broker/dealer, LPL Financial:
Financial strength – LPL Financial is one of the nation’s leading diversified financial services companies and the largest independent broker/dealer, supporting thousands of financial advisors nationwide. As reported by Financial Planning magazine, June 1996-2015, based on total revenue.
Unbiased advice – LPL Financial does not engage in investment banking and has no proprietary products. This allows me to provide objective guidance, free from conflicts of interest. LPL Financial also has one of the industry’s largest independent research departments, giving me access to a wide range of impartial strategies that we can consider together.
Account protection – The LPL Financial SIPC membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash. For an explanatory brochure, visit www.sipc.org. Additionally, through London Insurers, LPL Financial accounts have additional account protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575 million, subject to conditions and limitations.
The account protection applies when an SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in the market value of investments.
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives, LPL Financial Services. U.S. registered representatives may only conduct business with residents of the state for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Southland Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial.