Securities offered through LPL Financial, Member FINRA*/SIPC*. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Lake Trust Credit Union deposits and are not NCUA insured. These products are not obligations of Lake Trust Credit Union and are not endorsed, recommended or guaranteed by Lake Trust Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Lake Trust Credit Union and Lake Trust Financial Life Planning are not registered broker/dealers and are not affiliated with LPL Financial.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
LPL Financial’s Privacy Policy*
*Third party website. Lake Trust Credit Union is not responsible for the content, availability, security or compliance of any linked third party websites. In addition, the site’s privacy policies may differ from those of Lake Trust.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker/dealer (“BD”) or investment advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state’s licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
1Lake Trust Credit Union is not a law firm nor are we attorneys. We do not provide legal, tax, or financial advice. Lake Trust Credit Union is not a substitute for an attorney, or accountant, nor law firm. We do not provide legal advice nor legal services. We are providing access to Legal Karma and Legal Karma services as a benefit for our membership. We do not warrant or guarantee any information, documents or services provided by Legal Karma, or its agents. We disclaim all liability as to losses or harm caused from use of Legal Karma and Legal Karma services. Any information provided is for informational purposes only and is not legal advice. The use of Legal Karma, its Sites and Applications are not intended to create any attorney-client relationship, and your use of the Site and/or Applications does not and will not create an attorney-client relationship. For legal advice in any form, you should consult with a licensed attorney.
