Podemos ayudarle a definir sus objetivos y crear una estrategia financiera para alcanzarlos.
Comenzar es fácil — como miembro de Elevations Credit Union, usted recibe una consulta personalizada gratuita con un Asesor Financiero mediante LPL Financial LLC (“LPL*”).
John Marx
VP, Program Manager
John lidera el Equipo de Administración Financiera de LPL de Elevations Credit Union. El equipo se centra exclusivament…
Patrick Seal, CFP®
Asesor Financiero
Patrick Seal es asesor financiero registrado mediante LPL Financial LLC (“LPL”) en Elevations Credit Union y se dedica …
Robert Cribbs, CFP®
Asesor Financiero
Robert Cribbs es asesor financiero registrado mediante LPL Financial LLC (“LPL”) en Elevations Credit Union. Robert es …
Jorin Bale, CFP®, CAP®, CLU®, ChFC®
Asesor Financiero
Como Planificador Financiero Certificado™, Jorin se apasiona por desarrollar relaciones personales con sus clientes par…
Scott Herrmann, CFP®
Asesor Financiero
Scott es asesor financiero registrado mediante LPL Financial LLC (“LPL”) en Elevations Credit Union. Es Certified Finan…
Chris Thorpe
Asesor Financiero
Chris es asesor financiero registrado mediante LPL Financial LLC (“LPL”) en Elevations Credit Union. Tiene un conocimie…
DeWayne Scott, CRPC™, AWMA™
Asesor Financiero
DeWayne es asesor financiero registrado mediante LPL Financial LLC (“LPL”) en Elevations Credit Union. Se dedica al sec…
Sheli Emerick
Asesor financiero
Sheli es asesora financiera registrada a través de LPL Financial LLC (“LPL”) en Elevations Credit Union. Trabaja en Ele…
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA(Se abre en una nueva ventana)/SIPC(Se abre en una nueva ventana)). Insurance products are offered through LPL or its licensed affiliates. Elevations Credit Union name and Elevations Wealth Management Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Elevations Wealth Management Services and may also be employees of Elevations Credit Union These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Elevations Credit Union or Elevations Wealth Management Services. 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 |
.
Elevations 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(Se abre en una nueva ventana) for more detailed information.
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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck(Se abre en una nueva ventana)’.
For additional information, please visit www.lpl.com/CRS(Se abre en una nueva ventana).
**There are fees associated with 529 savings plans. Investments in 529s involve investment risks. You should consider your financial needs, goals, and risk tolerance prior to investing. More information about 529 plans can be found in the issuer’s official statement or plan disclosure document which should be read carefully prior to investing. Most 529 plans are sponsored and administered by states. State tax benefits vary among the states and some offer residents additional tax benefits if they invest in their own state plan. Consult a qualified tax professional for more information.