Philip MacDonald – LPL Financial Advisor
Philip MacDonald – LPL Financial Advisor
Contact Information:
office: 321-752-2222 x9227
email: invest@sccu.com
Located in Merritt Island, available by appointment in Cocoa Beach, and Patrick AFB branches.
Philip MacDonald – LPL Financial Advisor
“It is important for me to develop a Financial Plan that provides strategies to work toward meeting the members’ Financial Goals. Your future and your success are my priority.”
- FINRA Securities and Registrations (held through LPL Financial)
- Series 7 - General Securities Representative
- Series 63 - Uniform State Law
- Series 65 - Investment Advisor
- Additional Qualifications
- AAMS Accredited Account Management Specialist from the College of Financial Planning
- Florida Insurance Agent
- Life, Health and Variable Annuity
- License #A161343
- Education
- B.S. Business Administration, Merrimack College, N. Andover, MA
¹ Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Space Coast Credit Union and Investment Services at Space Coast Credit Union are not a registered broker/dealer and is not affiliated with LPL Financial.
- NOT NCUA INSURED
- NO CREDIT UNION GUARANTEE
- MAY LOSE VALUE
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: Florida.
² Investment options subject to minimums; see LPL Financial Advisor for details. For tax advice, please consult a qualified tax professional.
This site is designed for U.S. residents only. The services offered within this site are available exclusively though our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
