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Travis Financial Services and LPL Financial — A partnership with you in mind

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, it has enabled supporting financial advisors in their goals of protecting and growing their clients' wealth.


A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best–help their clients attain their financial goals and fulfill their dreams. LPL Financial supports financial advisors across the country with a robust mix of services and tools, including comprehensive clearing and compliance services, independent research and practice management programs and training.

LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.

Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs. They do so by using the firm's tools and resources that help them discover their clients' priorities, dreams and passions; analyze and develop financial plans for every stage of their clients' lives; and make product recommendations that put clients on the path to pursuing their goals.

For more information about LPL Financial:

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We value your membership and your privacy is very important to us. Please click here to view our Privacy Policy. © 2015 Travis Credit Union. All Rights Reserved. The LPL Financial Registered Representatives associated with the site may only discuss and/or transact securities business with the residents of the following states: California. Travis Credit Union and Travis Financial Services are not registered broker dealers and are not affiliated with LPL Financial. Securities offered through LPL Financial, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Not Insured by NCUA or any other Government Agency  |  May Lose Value  |  Not a Deposit of or Guaranteed by the Credit Union

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. LPL Financial's U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please not that not all of the investments and services mentioned are available in every state.