*Allegacy Wealth Management provided by LPL Financial LLC
Wealth Management is a marketing term for wealth-related services available to Allegacy Financial members. Deposit products and services are provided by Allegacy Financial Federal Credit Union.
“Allegacy Wealth Management” is the brand name used by certain employees of Allegacy Financial Federal Credit Union who provide securities, advisory, and insurance products and services offered through LPL Financial (LPL) and /or its licensed affiliates.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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. Allegacy Financial Federal Credit Union and Allegacy Wealth Management ® are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Allegacy Wealth Management®, and may also be employees of Allegacy Financial Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Allegacy Financial Federal Credit Union or Allegacy Wealth Management®. 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
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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website 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.
LPL FORM CRS
