Skip to navigation Skip to main content

Business Investments

Manage your profits with advice and planning from LPL Financial, including 401(k) plans for your employees, diversified investment options for you and more.

  • Wealth Management
  • Investment Strategies
  • Insurance Investments

Ready to get started?

Schedule your free, no-obligation consultation today. Make an appointment by calling 503.526.5606.  

Meet Bob

 

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