Wealth Management Meet Our Advisors

Waqas Khan

LPL Financial Advisor

CA Insurance License #0I07634
Registered for Securities in: AZ, CA, CO, ID, NV, TX, UT, WA*
Registered as Investment Advisor Representative (IAR) in: CA, TX*
*Securities Registrations are held with LPL Financial

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Waqas Khan has more than 11 years of experience in the financial services industry and became a Registered Representative in 2013. Waqas received his undergraduate degree in Business Administration with a concentration in Finance from California State University, Sacramento. 

Waqas takes time to understand each of his client’s financial needs and goals and tailors investment products and services to pursue their goals. He believes in creating long lasting relationships and understands the importance of communication, therefore, he checks in with his clients on a regular basis, assisting them with any questions or concerns.

On a personal note, Waqas enjoys spending time with his wife, Maleeha and his daughter and twin boys, and enjoys spending his free time at the park with his wife and kids.

 

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:

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.

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