The Financial Advisors with SDCCU Investment Services are Registered Representatives of LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. LPL Financial is a Registered Investment Advisor. San Diego County Credit Union and SDCCU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. You are advised to seek advice from your own tax professional.
| Investments and Insurance: |
| Are Not Obligations of San Diego County Credit Union |
Have No Credit Union or Affiliated Entity Guarantee |
| Are Not NCUA Insured |
| Are Not Insured by any State or Federal Government Agency |
Involve Investment Risks and May Lose Value Including Possible Loss of Principal |
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, NC, NJ, NM, NY, OH, OK, PA, SC, TX, VA, VT and WA.
Your 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 for more detailed information.