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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, call (888) 449-6030.

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The financial consultants at Travis Financial Services are registered representatives with, and 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. Travis Credit Union and Travis Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Travis Financial Services, and may also be employees of Travis Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Travis Credit Union or Travis Financial Services. 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 representatives associated with this website may discuss and/or transact business only with the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.


The "Contact TFS" and "Login to Your Account" links are provided as a convenient connection between the websites belonging to Travis Credit Union and its business partner. The policies and procedures in use at our business partner may differ from those in use at Travis Credit Union. Travis Credit Union is not responsible for the content contained in our business partner website.