Your membership in Space Coast Credit Union gives you direct access to the people and tools necessary to help you create, manage, and work toward growing your wealth with our Investment Services team.
Whether your objectives are preservation of wealth or building your nest egg, we can help you. Or if you don't have an investment strategy yet, we can help you get started.
Our LPL Financial Advisors are full-time employees of SCCU and are registered through our broker-dealer, LPL Financial1. Use our registered investment advisors' experience to receive information on the following products and services:
Stocks, Bonds, and Annuities
Wealth Management Strategies
401(k) and 403(b) Rollovers
Tax Reduction Strategies2
Life Insurance Planning
Long-Term Care Planning
Our Investment Services offices are located throughout the Space Coast Credit Union branch network. For more information, or to schedule an appointment for a complimentary financial planning session, please fill out our Investment Services consultation request form or call:
Brevard: 321-752-2222 ext. 96360
Broward: 954-704-5000 ext. 95601
Miami-Dade: 305-882-5000 ext. 95601
All Other Areas: 800-447-7228 ext. 96360
Check the background for any of our investment professionals on FINRA's BrokerCheck.
1Securities 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.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: Florida.
2Investment 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.