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Choosing the Right


Financial

ADVISOR

The LPL Financial Advisors at Texans Financial are uniquely positioned to offer you thoughtful, objective guidance and access to a full range of financial options. In the same way, you benefit from the knowledge and guidance of
your financial advisor, your advisor benefits from the insights and oversight of LPL Financial. 

 

LPL Financial, the nation’s largest independent broker/dealer*, sets itself apart from its competitors through a number of notable business characteristics, which include:

 

  • A business model different from traditional investment banking firms, with no inventory of investment products, so the firm’s liquidity is not directly tied to security values.

 

  • Objective investment guidance and recommendations, due to the fact there are no proprietary products. You can invest with confidence knowing the guidance you receive is objective and chosen to fit your specific financial goals.

     

  • Industry-leading, independent research assures that your financial consultant will always have access to the latest insights and information.

     

  • Innovative technology and ongoing training, provide financial consultants with the tools and experience to help you pursue your goals.  
     

 

Check the background of the investment professionals associated with this site: FINRA Brokercheck.org.

 

*As reported by Financial Planning magazine, June 1996-2021, based on total revenue


** Market Strategies International/Cogent Wealth Reports, Investor Brandscape; December 2016 – Survey of 3,901 U.S. adults with at least $100,000 of investable assets. 
 

About LPL Financial

 

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone.

LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs.

For more information regarding LPL Financial, please visit their website, www.lpl.com.

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. Texans Credit Union and Texans Financial are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Texans Financial, and may also be employees of Texans Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Texans Credit Union or Texans Financial.

 

Securities and insurance offered through LPL or its affiliates are:

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This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: AL, AZ, AR, CA, CO, FL, GA, HI, IA, IL, KS, KY, LA,  MS, NH, NM, MO, NC, CJ, NY, OH, OK, TX, VA, WA, WY. Please note that not all of the investments and services mentioned are available in every state.

Texans 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.

LPL Financial Form CRS

© Copyright 2023 Texans Financial

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