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Ongoing Support and Oversight


We're Here to Provide

Advice for

L I F E

It takes time and careful consideration to develop and maintain an investment plan.

A successful plan requires monitoring and rebalancing of investments, keeping track of paperwork, and staying abreast of constantly changing regulations. It also means reviewing your strategy to accommodate changing priorities and goals to make sure you remain on track.

 

Integrated Strategies

Your LPL Financial Advisor can help you sift through the many options available to create a unique investment strategy. With access to a wide range of financial products and services—including investment analysis, mutual funds, annuities, and life insurance—your LPL Financial Advisor will work with you to build a diversified portfolio of professionally managed investments with a goal to optimize potential returns and address risk. Your LPL Financial Advisor has the experience to assist you with the following products and services:
 

Breadth and Depth of Products

  • Advisory Accounts

  • Exchange traded funds

  • Fixed and variable annuities

  • Insurance

  • Mutual funds

Essential Financial Services:

  • Asset Allocation

  • Business Planning

  • Retirement Planning

  • College Savings

  • Estate Planning

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

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

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