Investment Services

   

To provide you with the high level of service and support you deserve, we have formed a relationship with LPL Financial Services, LLC, the nation’s #1 independent broker of financial services.* This alliance will bring you more investment choices and provide an investment program that seeks to assist you in growing and preserving your wealth through personalized, dedicated service.

We are pleased to introduce Randy Meador, CFP® as our LPL Financial Advisor. Randy, a CERTIFIED FINANCIAL PLANNER™, can design a financial strategy that will help you pursue your personal financial goals, whether you are just starting an investment plan, have complex financial needs, or just want to review your portfolio. Check the background of this investment professional on FINRA's Brokercheck.

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Guided Wealth Portfolios


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. La Capitol Credit Union and La Capitol Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using La Capitol Investment Services, and may also be employees of La Capitol Investment Services. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of La Capitol Credit Union or La Capitol 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.

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

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