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LPL Financial Form CRS

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. Pasadena Federal Credit Union and Aldrich Wealth Management Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Aldrich Wealth Management Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Pasadena Federal Credit Union or Aldrich Wealth Management Group.  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 or Obligations | May Lose Value

The LPL Financial Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, GA, IL, NM, OR, PA, SD, UT, WA.

 

 

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