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LPL Financial offers financial advisors integrated technology, comprehensive clearing and compliance services, practice management programs and training, and independent research platforms. Through these offerings, LPL Financial is able to reduce complexity for advisors running their own practice, thereby allowing them to focus on what they do best—help the investors they serve to work toward attaining their financial goals and fulfilling their life dreams.
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CA Insurance License #0F70752 Phone: (916) 971-2254
CA Insurance License #0F05065Phone: (916) 971-2506
CA Insurance License #0658948Phone: (916) 971-2811
CA Insurance License #0G27002Phone: (916) 971-6439
CA Insurance License #0M21988Phone: (916) 971-8773
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Financial Advisors are registered with, and 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. SAFE Credit Union and SAFE Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SAFE Financial Services, and may also be employees of SAFE Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SAFE Credit Union or SAFE Financial Services. Securities and insurance products offered through LPL or its affiliates are:
SAFE Credit Union provides referrals to financial professionals of LPL Financial LLC 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. SAFE Credit Union is not a current client of LPL for brokerage or advisory services. Please visit LPL Financial for more detailed information.
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.
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If you click "continue" below, you will be directed to a third party's web site. As a member service, SAFE Credit Union offers links to web sites of third parties whose products or services we believe offer good value and may be of interest to you. In some cases, if allowed by law, SAFE Credit Union may receive compensation from third parties whose products or services you purchase. Third parties are solely responsible for their web sites, products and services, and maintain their own consumer data privacy policies, which may differ from those of SAFE Credit Union. Use of third party services, products and web sites is solely at your discretion. To go to a third party web site, click "continue." To go back to SAFE Credit Union's web site, click "close."
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