Schedule a no-cost, no-obligation review for personalized advice from a professional with SCU Financial Advisors.
- Get Help Transitioning and Distributing 401(k)s
- Fund an Education
- Invest in Mutual Funds
- Purchase Life Insurance
- Get Long-Term Care Insurance
- Learn about Wealth Management
Schedule an Investment Review
Call 800-868-8740 for assistance.
Our LPL Financial Advisors
Check the background of these investment professionals on FINRA’s Brokercheck.
The financial professionals at SCU Financial Advisors are financial advisors with LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC), and securities and advisory services are offered through LPL. Insurance products are offered through LPL or its licensed affiliates. State Credit Union and SCU Financial Advisors registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SCU Financial Advisors and may also be employees of State Credit Union. These products and services are being offered through LPL or affiliates, which are separate entities from, and not affiliates of, State Credit Union or SCU Financial Advisors. Securities and insurance offered through LPL and 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
State Credit Union ("SCU") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay SCU for these referrals. This creates an incentive for SCU to make these referrals, resulting in a conflict of interest. SCU is not a current client of LPL for 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.