Financial Investments

LPL Financial Investment Services

NuVista Federal Credit Union is excited to be teamed up with LPL Financial. Have you heard of them? If you haven't, you're missing out.

Setting a Higher Standard for Unbiased Financial Advice

The cornerstone of the LPL Financial business model is providing the highest level of unbiased financial services and advice. This commitment allows LPL Financial advisors to concentrate their time and energies on understanding your individual financial goals, not on product quotas and sales goals. LPL Financial seeks to fulfill your needs with suitable options from a wide range of the nation's top providers.

As one of the largest independent financial advisory firms in the United States, LPL Financial offers credit union members access to professional investment management, retirement planning, and wealth accumulation strategies. With over 13,500 affiliated financial advisors nationwide and more than 2,500 employees, LPL Financial provides the resources and expertise needed to help you achieve your long-term financial goals.

Supported by advanced technology, comprehensive training programs and other tools from LPL Financial, advisors have set a higher standard for personalized and impartial strategies to the challenges of wealth accumulation and management.

The Value of Independent Financial Advice

In recent years, independent brokerage firms, those offering the products of non-affiliated companies, have grown rapidly. Many of the most successful investment professionals have come to realize the value of independence, both for them and their clients, and want to provide unbiased and independent advice.

Since its inception, LPL Financial has stood at the forefront of this growing market as the most truly independent firm in the industry. Independence at LPL Financial translates to more freedom of product choice, more service, more regulatory expertise, more technological capabilities and more control over costs for financial advisors.

Providing LPL Financial advisors with the tools, training and support they need to offer professional advice, products and services to their clients is the one and only business focus at LPL Financial.

About LPL Financial

LPL Financial is one of the largest organizations of independent financial advisors. Formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (established in 1973), LPL Financial today employs over 2,500 people in its headquarters in Boston, San Diego and Charlotte, and has more than 13,500 affiliated financial advisors nationwide.