lpl registered client services assistant, lpl financial (lpl)*
STCU's North Spokane Branch
207 E. Hastings Road
Spokane, WA 99218
Bryan keeps everything on track for members and advisors.
He’s here to make sure that members have the clearest path to achieving their financial goals, whether saving for retirement, planning their legacy, or preparing for their children’s college expenses. Bryan works with members and advisors to schedule appointments, handle referrals, gather documents, and keep it all running smoothly. He also serves as a resource, answering members’ inquiries and questions about products and services.
A Spokane native, Bryan studied and ran track at Carroll College in Montana, where he received a bachelor’s degree in health sciences. He stays active by playing football and hitting the gym.
Bryan is SIE qualified and is working towards his Series 7.
Disclosures
*Important disclosures about STCU Investment Services and LPL.
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. STCU and STCU Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using STCU Investment Services and may also be employees of STCU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, STCU or STCU Investment Services. Securities and insurance offered through LPL, or its affiliates are not:
| Not insured by the NCUA, or any other government agency. | Not credit union guaranteed. | Not credit union deposits or obligations. | May lose value. |
Your Credit Union STCU provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay STCU for these referrals. This creates an incentive for STCU to make these referrals, resulting in a conflict of interest. STCU 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.Check the background of LPL advisors on FINRA's BrokerCheck®.