Your Security 
Invest With The Nation's Largest Independent Investment Firm!*
According to a leading market research company, LPL Financial ranks #1 for Financial Advisor Satisfaction and #2 for Full Service Investor Satisfaction in the US. For details, including a listing of who LPL beat out for the top spots, click here.
USE Credit Union Reaches Top 10 Ranking in LPL's Financial Institution Services Division**
USE works hard to make sure our members know the high-quality investment services available to them through LPL Financial. As more members have taken advantage of the many products/services available, USE has become one of LPL Financial's top 10 institutional clients year-to-date through June 2009 for all credit unions in its asset size.
 |
|
Jim Froman, Financial Advisor |
Investment Services
At USE Credit Union, we are committed to helping our members turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better - your family, your business, your financial goals and your investment needs.Through our relationship with LPL Financial, our members have access to a wide array of financial products, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. LPL Financial is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and a FINRA member firm.
Products & Services:
- Stocks & Bonds
- Tax Advantaged Investments
- Mutual Funds
- Annuities
- Insurance Products
- Individual Retirement Accounts
- Business Retirement Plans
- Retirement Planning
- Education Planning & 529 Plans
- Professional Asset Management (offered through LPL Financial)
- Financial & Estate Planning
To learn more about these and other investment tools, contact your local USE Credit Union branch or LPL financial advisor.
* As reported in the Financial Planning magazine, June 1996 - 2009, based on total revenues. **LPL Financial Magazine, August 2009. The Financial Advisors of LPL Financial at USE Credit Union are Registered Representatives with, and Securities, Advisory Services and Insurance Products are offered through LPL Financial and its affiliates, Member FINRA/SIPC and a Registered Investment Advisor. USE Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial. Investments are: Not NCUA/NCUSIF insured, may lose value, are not credit-union guaranteed, and are not obligations of USE Credit Union. LPL Branch Office is located at 3100 Gilman Dr., La Jolla, CA 92093.
| Not NCUA/NCUSIF Insured | Not Credit Union Guaranteed | May Lose Value |
| Not a Deposit | Not Guaranteed by Any Government Agency | |
