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Summit Financial Advisors
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Between you and your money, you can make it happen. We can help.

 

The financial professionals at LPL Financial Advisors are financial advisors with, and 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. Summit Credit Union and LPLFinancial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LPL Financial Advisors and may also be employees of Summit Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Summit Credit Union or LPL Financial Advisors. 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.

Summit 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 advisory services. Please visit https://link.edgepilot.com/s/9a88345b/nIWrY4Zhwk_1zcokj574og?u=https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.