Financial Advisor
Meet 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.
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.
Financial Products
LPL Account
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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, MD, MI, MN, MO, MS, NC, NE, NY, OH, OR, PA, SC, TX, VA and WA.