Meet the LPL Financial Advisors
Robert, who is married with three sons, has been helping people with their retirement, investing and insurance needs since 2003. Robert's years of experience through the different market cycles has given him a strong insight into the ever changing markets and how an investor can position themselves based on current market conditions, risk tolerance and stage of life. He always has time to sit down with clients to answer questions about any facet of investing, retirement or asset protection (insurance).
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Credit Union West is not a registered broker/dealer nor affiliated with LPL Financial.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, FL, MI, MN, MO, MS, NC, NJ, NM, NV, OR, PA, TX, UT, VA, WA
Credit Union West
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