Kern Schools Federal Credit Union has enlisted LPL Financial to be its new broker-dealer. The Bakersfield, Calif.-based financial institution was drawn to LPLs retirement planning capabilities, technology platform and in-house insurance services, LPL announced Tuesday.
Kern Schools wealth management program has more than $267 million in assets under management and four financial advisors. The program offers a wide range of wealth management products and services, LPL said.
Register or login for access to this item and much more
All Bank Investment Consultant content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access