Investments

Heritage Community Credit Union, through a relationship with LPL Financial, gives our members access to broker/dealer services housed within the credit union. LPL Financial is a broker dealer that offers investment services to independent investment offices and financial institutions.

Some additional information about LPL Financial:

• Headquartered in San Diego, CA with offices in Charlotte, NC and Boston, MA
• Invests and manages over $150 billion annually
• Partners with more 750 financial institutions in 49 states
• Serving credit unions for 20 years

The registered representatives at HCCU and LPL Financial offer a complete array of financial services including stocks, bonds, mutual funds, annuities, insurance, state-of-the-art technology and unbiased investment research.

Your LPL Financial Advisor, Mike Selby, serves as a registered representative with LPL Financial at Heritage Community Credit Union. For more information, call 916.364.3053 to schedule an appointment or send an email to michael.selby@lpl.com.

Securities and insurance products offered through LPL Financial and affiliates. Member FINRA/SIPC.

Not NCUA Insured

No Credit Union Guarantee

May Loose Value

Heritage Community Credit Union and the Investment Center at HCCU are not registered broker/dealers and are not affiliated with LPL Financial. The products discussed on this page are designed for U.S. residents only. The services cited here are available exclusively through our U.S. Investment Representatives. LPL Financials U.S. Investment Representatives may only conduct business with residents of the States for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.