TDECU Wealth Advisors

TDECU Wealth Advisors can help you manage your income, set goals and plan for retirement. We’ll work directly with you to create a customized approach that strikes the right balance among stocks, bonds, mutual funds, life insurance, and other investment and savings products. Our financial professionals understand the benefits and challenges of each investment option for your circumstances. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer, member FINRA/SIPC. (www.finra.org, www.sipc.org.) Insurance products are offered through LPL or its licensed affiliates. TDECU and TDECU Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TDECU Wealth Advisors, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TDECU or TDECU Wealth Advisors. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA, Not Guaranteed, Not Deposits or Obligations, and May Lose Value. 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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. The financial professionals associated with TDECU Wealth Advisors 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.