Real People, Real Support for Your Goals
Meet the team that is behind your financial success.
Meet Our Team
At First Harvest Investment Solutions, we focus on learning what matters most to you. By listening to your needs and reviewing your goals, our professionals can offer recommendations that reflect your objectives and help you move toward your financial vision. The First Harvest Investment Solutions program is offered through LPL Financial (LPL). You may check the background of the investment professionals associated with this site on FINRA’s Broker Check.
First Harvest Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”), DBA First Harvest Investment Solutions.
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. First Harvest Credit Union and First Harvest Investment Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First Harvest Investment Solutions, and may also be employees of First Harvest Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Harvest Credit Union or First Harvest Investment Solutions. 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 program 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.
First Harvest 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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
