Joanne Bear, CRC®
Sr. Investment Consultant
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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. Eastman Credit Union and Eastman Credit Union Asset Management (ECUAM) are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using ECUAM, and may also be employees of Eastman Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Eastman Credit Union or ECUAM.
Securities and insurance offered through LPL or its affiliates are:
These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Eastman Credit Union or ECU Asset Management. The ECU Asset Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents located in the states in which they are registered.
Not Insured by NCUA or
Any Other Government Agency
Not Credit Union
Not Credit Union
Deposits or Obligations
Eastman 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://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.