Navigate life's financial milestones with customized investment strategies from F&A Investment Services.
F&A Investment Services, available through LPL Financial,* will help you map your goals and draw from a wide selection of investment and insurance options. Whether you are an experienced investor looking to optimize your portfolio or just starting your investment journey, our resources and tools help you plan for:
- Retirement
- Education expenses
- Insurance to protect what matters most
Our affiliation with LPL Financial, the nation’s largest independent brokerage firm and respected leader in credit union investment and insurance support, provides you with convenient access to online trading, automated funds transfers, and insurance quotes.
Howard Wess, LPL Financial Services Advisor
Contact Howard today for a no-cost, no-obligation meeting to explore your financial dreams.
CRD#: 2738294
CA License #: 0B72452
Investment Services Inquiry Form
FAQs
What is a Financial Services Advisor?
A financial services advisor creates personalized investment strategies designed around your unique financial goals.
Do I need to pay a fee for a consultation?
Our Advisor will meet with you at no cost and with no obligation.
In which states is your Advisor registered?
Our LPL Financial Advisor is registered in the following states:
Securities: CA, AZ, TX, UT, NV, WA, CO, ID, MT, NM, OR
Insurance: CA #0B72452
Are my investments guaranteed by the credit union and insured by the NCUA?
Products offered through F&A Investment Services and LPL Financial are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk, including possible loss of principal.
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Insurance Options
Keep yourself and your family protected with a high-quality, low-cost insurance plan that fits your specific needs, including term, universal, long-term, and whole life insurance options.
Disclaimers
*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. F&A Credit Union name and F&A Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using F&A Investment Services, and may also be employees of F&A Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, F&A Credit Union name or F&A Investment Services. 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 (F&A Credit Union) 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 F&A Credit Union to make these referrals, resulting in a conflict of interest. F&A Credit Union 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.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
The LPL Financial registered representatives 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.