Investing with LPL Financial

Find the investment plans and services that aim to grow and protect your assets.

Investing Your Way

There are many financial tools that are designed with the objective to build long-term wealth. Some plans offer tax-breaks, some have higher returns that fluctuate with the market and others apply interest at a fixed rate. And, there are investments that are riskier than others. A trusted LPL Financial Advisor can help you navigate the options and find suitable investments for you.

LPL Financial Advisors help you make sense of the numerous investment options by offering professional advice through LPL Financial, an independent broker-dealer. Founded in 1989, LPL Financial has a long history of providing guidance to individuals who want to grow financially.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Choose The Option That's Suitable For You

Investments

Discover the wide range of investment plans offered.

Strategic Asset Management

Get an investment strategy tailored to you.

Retirement Planning

Begin planning your retirement strategy.

Meet Our Advisors

See our LPL Financial Advisors to learn about their skills and experience.

Contact an advisor

Send us a message if you have any questions about our investment services.

CONTACT

LPL Account log-in

If you are an active investor, login here to view your LPL Account.

Potential Benefits

Investments

Stocks
Bonds
Mutual Funds

Strategic Asset Management

Tailored strategy
Professional knowledge
Portfolio management

Retirement Accounts

Various plan selections
Investment opportunities
Tax implication review

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. Credit Union West is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LPL Financial and may also be employees of Credit Union West. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Credit Union West. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your 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 advisor services. Please visit http://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.