The LPL Financial Advisors at Coastline Investment Services have teamed up with LPL Financial to bring you more investment options. We want for all credit union members to pursue their dreams.
With our LPL Financial relationship, we're able to ensure that our members receive customized advice from helpful experts within the community. From first engaging in investment planning to receiving a second opinion on a well-developed portfolio, we're here to help you through any stage of your life.
- Starting out with a new career. Budgeting income, expenses, savings and investments.
- Protecting your family. Whether you're getting married or starting a family, it's a good time to review your savings, investments and insurance needs.
- Changing Jobs. When you move or change jobs, review your retirement plan options from your past and present employers to ensure they all fit your financial profile.
- Saving for Retirement. How much income will you need in retirement?
- Saving for College. With rising education costs, are you investing for that future anticipated need?
- Transition to Retirement. Make the most of living in retirement while aiming to avoid costly mistakes.
- Preserving Wealth. Do you plan to pass on your estate to the ones you love. We can show you how!
We offer access to the following products and services:
- Brokerage Services
- Mutual Funds
- Individual and Business Retirement Plans
- IRAs, Roth IRAs
- 401(k), 403(b) Transition Assistance
- College Savings Plans
- Portfolio Review and Evaluation
- Insurance: term, whole life, variable, universal life
- Annuities: fixed and variable
- Long-term care
Contact a helpful, knowledgeable advisor to start your journey toward making your financial goals a reality.
David Rice, LPL Financial Advisor
Coastline Investment Services
Located at Coastline Federal Credit Union
4651 Emerson St., Jacksonville, FL 32207
Phone: (904) 493-4765
Toll-Free: (800) 444-1811 x4765
Email: [email protected]
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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. Coastline Federal Credit Union (CFCU) and Coastline Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of CFCU or Coastline Investment Services. The Coastline Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives . LPL Financial Registered associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CT, DE, FL, MD, MA, MI, NH, NJ, NC, OH, PA, SC, TX, VA, and WI. 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|
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information.