Personal Financial Advisor Services
Whether you’re looking for a Personal Financial Advisor to help you manage your investments, or want to do it yourself online, with SeaComm's Personal Financial Advisor Services, we make it easy to pursue your financial goals.
Don’t work with just anyone when it comes time to consider 401(k) or IRA rollover services after you retire. We have a dedicated Personal Financial Advisor at SeaComm who can assist you with discussing your options.
Or, if you'd prefer to do everything from the comfort of your home, you can take advantage of our digital investment platform, Guided Wealth Portfolios, and put your money to work for you by investing in the market.
Turn to SeaComm for:
Ready to get started planning for your financial future?
Reach out to our Personal Financial Advisor or start the easy online process here.
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IMPORTANT DISCLOSURES
The financial professionals at SeaComm Personal Financial Advisor Services are registered representatives with, and 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. SeaComm Federal Credit Union and SeaComm Personal Financial Advisor Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SeaComm Personal Financial Advisor Services, and may also be employees of SeaComm Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SeaComm Federal Credit Union or SeaComm Personal Financial Advisor Services. 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 |
SeaComm 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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliates of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. An annual small account fee is applied to accounts with less than $10,000 invested.