North Texas Capital Advisors
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each option
- How a Rollover works
- And more
- Key investment principles every woman should know
- Important opportunities like asset allocation
- Understanding investor behavior
- Differences between financial products like mutual funds and annuities
Your Credit Union (Neighborhood Credit Union) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Neighborhood Credit Union for these referrals. This creates an incentive for Neighborhood Credit Union to make these referrals, resulting in a conflict of interest. Neighborhood Credit Union is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for additional information.
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. Neighborhood Credit Union and North Texas Capital Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using North Texas Capital Advisors and may also be employees of Neighborhood Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Neighborhood Credit Union or North Texas Capital Advisors. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, FL, GA, IL, KY, MO, OK, TX, VA, WA & WI