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