Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Greylock Federal Credit Union 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 brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
CRPC conferred by College for Financial Planning.
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. Greylock Federal Credit Union and Greylock Investment Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Greylock Investment Group, and may also be employees of Greylock Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Greylock Federal Credit Union or Greylock Investment Group.
Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or license. No offers may be made or accepts from any resident or any other state.