Financial Advisor Appointment

We look forward to speaking with you!

Request a personal appointment, and your professional will contact you shortly.

LPL Financial
P (800)-558-7567

LPL Financial provides support from 9:00am – 5:00pm M-F.

Check the background of an investment professional on FINRA's BrokerCheck website.

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. Universal 1 Credit Union Inc and U1 Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using U1 Financial Advisors, and may also be employees of Universal 1 Credit Union Inc. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Universal 1 Credit Union Inc or U1 Financial Advisors. 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.

Universal 1 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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Go to main navigation