Barksdale Investment Services
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.
|1560 E. 70th St. Shreveport, LA 71105|
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
Not Credit Union
Not Credit Union
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.
Barksdale Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Barksdale Federal Credit Union for these referrals. This creates an incentive for Barksdale Federal Credit Union to make these referrals, resulting in a conflict of interest. Barksdale Federal Credit Union is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html or scan the QR code below for more detailed information. 391708-1