Greater Texas Credit Union Launches Financial Solutions to Serve Member Investment Needs
Greater Texas Credit Union Launches Greater Texas Financial Solutions and Aggieland Financial Solutions on June 1, 2020.
The credit union will begin a new relationship with LPL Financial as our broker/dealer, replacing SWBC Investment Services. This new endeavor will ensure offering a comprehensive array of services to assist members with their financial needs and goals. The move to LPL Financial will bring members enhanced state-of-the-art technology, objective investment research, and a more robust retirement and investment advisory platform which all support our enhanced client service model.
Greater Texas Financial Solutions and Aggieland Financial Solutions will be served by Joe James, VP - Investment Services and Fernando Arenivas, Financial Consultant, with a combined total of 33 years of financial and investment advising and consulting experience.
About Greater Texas Credit Union:
Greater Texas Credit Union has been serving Texans since 1952 with a mission to enhance the financial well-being of members while preserving the unique benefits of cooperative ownership. Also known as Aggieland Credit Union in the Brazos Valley, the credit union has 19 locations across the state, and is a member of the nationwide CO-OP Shared Branch network.
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. Greater Texas Credit Union and Aggieland Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Aggieland Credit Union, and may also be employees of Greater Texas Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Greater Texas Credit Union or Aggieland Credit Union. 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
Details
June 2, 2020
Greater Texas Credit Union
Name: Rachel Bond
Phone: 512-323-4732
Email: rachel.bond@gtfcu.org