LPL Financial Form CRS
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Securities and advisory services are offered through LPL Financial (LPL), a registeredinvestment advisor and broker-dealer (member FINRA/SIPC). Insurance products areoffered through LPL or its licensed af铿乴iates. Truliant Federal Credit Union and TruliantFinancial Advisors are not registered as a broker-dealer or investment advisor. Registeredrepresentatives of LPL offer products and services using Truliant Financial Advisors, and mayalso be employees of Truliant Federal Credit Union. These products and services are beingoffered through LPL or its af铿乴iates, which are separate entities from, and not af铿乴iates of,Truliant Federal Credit Union or Truliant Financial Advisors. Securities and Insurance offeredthrough LPL or Its af铿乴iates are:
Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
Truliant Financial 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 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.
For additional information please visit www.lpl.com/CRS
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