Investments
Investments
Access a full range of wealth management, investment, and financial management services through our partnership with SouthPoint Investment Services.
Two, fully registered and experienced investment professionals are located on-site at two of our credit union offices and are available to meet in person or over the phone.
Our investment professionals’ experience spans over many years, giving them the knowledge and experience to successfully work with you on an individual basis to help you achieve your goals by offering sound financial recommendations using a needs-based analysis.
They can help with planning and preparing for life’s milestones such as education saving, estate planning, retirement, and tax planning. Gain peace of mind and protect you and your loved ones with insurance options. They also offer savings and investment options that are custom fit to meet your goals.
Request for more information by sending a message on the Investment Services web page or by calling Member Solutions at 877-794-6712.
Securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
Disclosures
SouthPoint Financial Credit Union or any other entity appearing on this website is not affiliated with Cetera Advisor Networks LLC. *NOT AN NCUA/NCUSIF INSURED, NOT A DEPOSIT, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NO CREDIT UNION GUARANTEE, MAY LOSE VALUE.
*Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither Cetera Advisors Networks LLC nor any of its representative may give legal or tax advice. **Securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at ceteraadvisornetworks.com
For information concerning the license status or disciplinary history of a Broker/Dealer, Registered Investment Advisor, Registered Representative, or Investment Advisor Representative, a consumer should contact his or her stated securities law administrator. Check the background of this investment professional on FINRA’sBrokerCheck. Investment products and services from this representative(s) available only to residents of Minnesota (MN).
SIPC: sipc.org | FINRA: finra.org | Privacy Policy: ceteraadvisornetworks.com/privacypromise | Important Information: https://www.ceteraadvisornetworks.com/clients/important-disclosures | FINRA Brokercheck: http://brokercheck.finra.org | Business: www.ceteraadvisornetworks.com/businesscontinuity/ | Order: www.ceteraadvisornetworks.com/orderrouting/.
Disclosures
SouthPoint Financial Credit Union or any other entity appearing on this website is not affiliated with Cetera Advisor Networks LLC. *NOT AN NCUA/NCUSIF INSURED, NOT A DEPOSIT, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NO CREDIT UNION GUARANTEE, MAY LOSE VALUE.
*Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither Cetera Advisors Networks LLC nor any of its representative may give legal or tax advice. **Securities and investment advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a Broker-Dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisor Networks LLC site at ceteraadvisornetworks.com
For information concerning the license status or disciplinary history of a Broker/Dealer, Registered Investment Advisor, Registered Representative, or Investment Advisor Representative, a consumer should contact his or her stated securities law administrator. Check the background of this investment professional on FINRA’sBrokerCheck. Investment products and services from this representative(s) available only to residents of Minnesota (MN).
SIPC: sipc.org | FINRA: finra.org | Privacy Policy: ceteraadvisornetworks.com/privacypromise | Important Information: https://www.ceteraadvisornetworks.com/clients/important-disclosures | FINRA Brokercheck: http://brokercheck.finra.org | Business: www.ceteraadvisornetworks.com/businesscontinuity/ | Order: www.ceteraadvisornetworks.com/orderrouting/.