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The MEMBERS Financial Services program is offered through LPL Financial (LPL)*; a registered investment advisor and broker-dealer (member FINRA/SIPC).
As a member of Members CU, you have access to a wide range of financial support, products, and education –thanks to the financial professionals at MEMBERS Financial Services. These services include:
Retirement Planning
Investment Planning
Estate Conservation
Insurance Planning
Educational Funding
Mutual Funds/Annuities
MEMBERS Financial Services Representative, Paula Moreland, can help guide you through the steps to make sure you’re making wise investment decisions. You can meet with Paula, at no charge and with no obligation for an initial consultation. MEMBERS Financial Services is eager to help you with any of your financial inquiries.
Feel free to contact Paula today at:
Paula Moreland
2098 Frontis Plaza Blvd.
Winston-Salem, NC 27103
(800) 951-8000, x 1111
(336) 748-4800, x 1111
Check the background of this investment professional on FINRA’s BrokerCheck
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. AmeriCU Credit Union and AmeriCU Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using AmeriCU Investments, and may also be employees of AmeriCU Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, AmeriCU Credit Union or AmeriCU Investments. 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 of Obligations
May Lose Value
Your 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 brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.
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.