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For the joy of it.

LPL RESEARCH

BELOW IS A LIST OF HELPFUL DOCUMENTS PROVIDED BY THE LPL RESEARCH TEAM.

LPL Financial Form CRS

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL Financial or its licensed affiliates. Members First Investment Services and Members First Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Members First Investment Services, and may also be employees of Members First Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Members First Credit Union or Members First 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

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.

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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