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David McDermott

Services Include

  • Business Planning Solutions
  • Insurance Needs Analysis & Implementation
  • Wealth Management⁴
  • Holistic Financial Planning

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. SDCCU and SDCCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SDCCU Investment Services, and may also be employees of SDCCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of SDCCU or SDCCU Investment 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