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North Texas Capital Advisors
North Texas Capital Advisors (NTCA) is a division of Neighborhood Credit Union. The professionals at NTCA focus on investment management and retirement planning for individuals and their families. They make the practice of investment management as simple as it can possibly be and number one goal is to ensure that your needs are met. Our mission is to help you live your ideal dreams in retirement.
Guided Wealth Portfolios - Digital Investing
Upcoming Webinars
Understanding Your Rollover Options
June 6, 2023, at 7:00 p.m.
Presented by, Mike Wells CFP®, CFP® from CUNA Mutual Group
You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:
- Four major options for retirement plan balances when changing jobs
- Pros and cons of each option
- How a Rollover works
- And more
Women and Investing
June 20, 2023, at 7 p.m.
Presented by Ginger Tin from CUNA Mutual Group.
The seminar will focus on the importance of taking control of your own future through investing. You’ll also learn about:
- 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:
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 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