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Financial Advisor - Summit Credit Union
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- The Summit Financial Advisors program is available through a partnership with TruStage and LPL Financial, the largest independent broker-dealer in the U.S. Officially an employee of TruStage, you'll be supported by this strong, combined partnership with over 200 years of experience and the resources of all three highly reputable companies!
- Think how great it would feel to play a direct role in helping help Summit members reduce money stress and grow financial confidence, security and wealth!
- TWMS leverages LPL Financial' s integrated digital platform, streamlining the end-to-end experience for financial professionals and members.
- LPL is a leading provider of investment and business solutions for independent financial advisors across the nation, offering you complete tools and technology for your ease and success.
- LPL believes that clients deserve access to personalized guidance from a financial advisor.
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