Meet the Investment Team
When you invest with Wealth Management at Redstone Federal credit Union, you’ll feel confident knowing that you’re backed by a team of knowledgeable professionals who are focused on your success. An effective investing strategy begins with a deep understanding of where you are now and where you want to be. That’s why we take the time to explore your goals and concerns, so that we can help you create an investment plan that puts you on the path toward the future you’ve always imagined.
But it doesn’t end there. As you reach certain milestones and your needs change, your Financial Advisor/Representative will continue to monitor your portfolio’s progress and advise you on adjustments you can make to keep moving in the right direction. And we’ll be here every step of the way to answer your questions and offer you support.
Over the years, we’ve learned that a solid dependable relationship is at the core of every great investment plan. Let us put our expertise to work for you as we work together to shape your future.
Meet your Investment Team
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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC.) Insurance products are offered through LPL or its licensed affiliates. Redstone Federal Credit Union® (RFCU®) and Wealth Management at Redstone Federal Credit Union (WMRFCU) are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name WMRFCU, and may also be employees of RFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of RFCU or WMRFCU. The WMRFCU site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL and TN.
Redstone Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency | Not Redstone Federal Credit Union Guaranteed | Not Redstone Federal Credit Union Deposits or Obligations | May Lose Value |