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Build a Sound Financial Future

Work with a Financial Advisor You Can Trust

Wealth Management

Wealth Management

The financial consultant located at Rivermark is supported by LPL Financial to offer members access to Planning and Investment services, to help you achieve your financial goals.

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Benefits and Features

  • Independent financial advice for our members
  • Access to a wide array of investment products
  • Retirement, estate & income planning
  • Life insurance
  • Online portfolio management

Ready to get started? Schedule your free, no-obligation consultation today. Make an appointment by calling 503.526.5606.

Meet Our Advisor

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 is not a registered broker/dealer and is 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 No Credit Union Guarantee May Lose Value