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Credit Union West
Routing Number: 322172153
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Home Investing & Insurance Investing with LPL Financial

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.


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









 

 

LPL Financial Located at Credit Union West logo

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 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 representatives 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.