Your One-Stop Shop to Reaching Financial Goals
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.
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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
1As reported in Financial Planning Magazine, June 1996-2020, 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, AR, AZ, CA, CO, FL, GA, MI, MN, MO, MS, NC, NE, NY, OH, OR, PA, SC, TX, VA and WA.