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The right choices make all the difference when investing for your financial future. That's why we offer SDCCU Investment Services® to provide you with access to the investment help and experience you need to make informed investment decisions.
Financial Advisors at SDCCU Investment Services are available to build a personalized plan to work toward pursuing your financial goals. Our planning process is designed to help you put strategies in place that are aligned with your goals. We analyze your financial situation and objectives, and recommend personalized solutions to help you build your financial plan.
Financial Advisors at SDCCU Investment Services are available at all SDCCU branch locations to help you identify your financial goals and build a personalized plan to work toward reaching them.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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Weekly Market Commentary: This weekly update offers insights into domestic and global financial markets events, policy actions, and geopolitical impacts.
If you’re already a SDCCU Investment Services client, log into LPL Account View to access certain investment accounts.
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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. San Diego County Credit Union and SDCCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SDCCU Investment Services, and may also be employees of San Diego County Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, San Diego County Credit Union or SDCCU Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (Depends on Advisor(s) Registration* AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, NC, NJ, NM, NY, OH, OK, PA, SC, TX, VA, VT and WA. Securities and insurance offered through LPL or its affiliates are:
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.
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