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    Variable-Rate IRA Call the shots with this flexible option.

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    LPL Financial Our partnership with LPL Financial will put you on the right track with investment services, insurance products and information access.

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Financial Advisor with LPL Financial

Our principle goal at United Heritage is helping members reach their financial goals and allowing them a one-stop shop for all their banking and investment needs. That's why we have formed an alliance with the investment professionals at LPL Financial, the nation's largest1 independent broker/dealer: to give you access to a comprehensive array of carefully selected, objective investment services and insurance products.

Financial Products:

This selection of services is available through LPL Financial Advisors, located at United Heritage. It includes:

  • Mutual Funds
  • Stocks and Bonds
  • Annuities: Indexed & Variable
  • Rollovers: 401(k), 403(b) and 457 Pension Plans
  • IRAs: Roth and Traditional
  • 529 College Savings Plan
  • Retirement Planning
  • Strategic Asset Management

Start planning your financial future with a Financial Advisor today.

 Schedule an Appointment

LPL Account View:

Already have an account with LPL Financial? Access LPL Account View here.

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Mark Delaney

Mark Delaney

Mark has been with United Heritage Credit Union since 1998. He grew up in the Texas Hill Country and received degrees in both Financial Planning and Real Estate from Baylor University. His goal is to help members sort through the maze of available information to make informed, intelligent decisions.


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

1As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.
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.
Not NCUA insured. No Credit Union guarantee. May lose value. United Heritage is not a registered broker/dealer and is not affiliated with LPL Financial.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities with residents of the following states: AL, AZ, CA, CO, FL, GA, MI, MO, MS, NC, NY, PA, SC, TX, VA and WA.

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