Most credit unions don’t offer planning services, and affiliating with the No. 1 IBD could help CUNA Brokerage change that, the firm’s president says.
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CCU Wealth Advisors Services ; Today’s complex and ever-changing financial marketplace makes successful investing more challenging than ever. It’s important to take a team approach to prepare for your financial future. CCU Wealth Advisors is available to help members with all their wealth management needs. Whether you're a newly married couple, parents planning for a child’s education, or a worker planning for retirement, CCU Wealth Advisors can help you map out a plan for pursuing your fi...
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We partner with hundreds of organizations to bring effective, affordable marketing solutions to financial services professionals. Here is a partial list of many of the organizations with whom we have partnerships; when you click on your organization, you will be able to log in to a custom Advisor Portal experience that is customized for your organization. If you don’t see yours listed below, please be sure to give us a call, as we ...
CFA Certification · 10 Years Experience · 0 Disclosures obtained from SEC
Holly Lockley is a sales assistant with Pinnacle Asset Management and a registered sales assistant with Raymond James Financial Services, Inc., member FINRA/SIPC. She is based at Pinnacle’s Donelson office. Lockley is part of the Nashville/Middle Tennessee Pinnacle Asset Management team. She is the sales assistant to financial consultants David Bower and Ken Farley, assisting them with all day-to-day aspects of the client relationship including retail accounts, IRAs and 529 college savings pla...
TruStage offers a wide range of commercial and personal insurance products — making it easier for people to choose the right protection to fit their unique needs.
Elevate your credit union to the next level · More than half of members prefer going to their credit union for investment advice,1 yet only about 2% do.2 Make your credit union members fully aware of your investment services by offering TruStage Wealth Management Solutions. When you work with us and LPL Financial* (LPL) through our alliance, you and your members benefit from a comprehensive wealth management program dedicated to your goals. Key benefits: Strategic planning capabilities to scal...
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