Barksdale Investment Services

Barksdale Investment Services is a financial management service designed to help you organize your finances and prepare for the future.

 

The Barksdale Investment Services program is offered through LPL Financial, a broker/dealer focused on serving credit union members.  For more information about LPL Financial, please visit lpl.com.       

Through Barksdale Investment Services, you have access to financial management services and a wide range of coverage, investments, and transactions. Our knowledgeable representatives will help you identify strategies to enhance your financial decisions.

 

Professionals can assist you with:

  • Money Management
  • Insurance Planning
  • 401(k) Planning**
  • Retirement Planning
  • Estate Conservation*
  • Investment Planning
  • Business Planning
  • Education Funding

Check the background of investment professionals associated with this site on FINRA's BrokerCheck on FINRA's Brokercheck.       

 
Michael Suggs  
1350 E. 70th St. Shreveport, LA 71105  
318-549-4027  
[email protected]  
   
 

 

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. Barksdale Federal Credit Union and Barksdale Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Barksdale Investment Services, and may also be employees of Barksdale Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Barksdale Federal Credit Union or Barksdale Investment 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

 

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.

*Representatives are neither tax advisors nor attorneys.  For information regarding your specific tax situation, please consult a tax professional.  For legal questions, including a discussion about estate planning, please consult your attorney. 
**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you.  There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA. 1-05288145