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LPL Financial LogoThe financial consultants located at Rivermark are supported by LPL Financial to offer members access to Wealth Management services, to help you potentially earn more and manage your financial goals. 

LPL Financial's focus is to help you manage your wealth, regardless of the amount of your assets.  We focus our mission on delivering a high level of service and customer experience at a competitive price.  By doing so, we're seeking to keep more of your dollars in your pocket - where they belong.

We understand the important role a financial advisor can play in managing your total financial life. That's why through LPL Financial, the financial advisors have tools to help you pursue your goals. They use collaboration and powerful financial tools to review your assets, tax efficiency, overall portfolio risk, financial goals, wealth-building strategies and more.  

LPL Financial advisors have access to the following financial products:

  • Mutual funds
  • Annuities and other tax-efficient investments
  • Domestic and international securities
  • Insurance
  • Fee-based asset management programs
  • Estate and financial planning
  • Trust services*
  • Group retirement plans
  • Exchange-traded funds (ETFs) and exchange-traded notes (ETNs)

Ready to get started? Schedule your free, no-obligation consultation today. Make an appointment by calling 503.931.8104

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Rivermark Community Credit Union are not registered broker/dealers and are not affiliated with LPL Financial. 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Oregon, Washington, California, Arizona, Connecticut, Pennsylvania, South Carolina and Texas. 

Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently. 

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Not NCUA Insured Not Credit Union Guaranteed May Lose Value 

Meet Our Advisor

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Meet Bob

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

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View statements, tax documents, daily portfolio changes, market positions and two years of transactional data or share documents with your advisor. 

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