Community Resource Credit Union (CRCU) Retirement and Investment Services has recently announced its partnership with Trustage. This collaboration will see CRCU Retirement and Investment Services onboard to the LPL Financial Institution Services platform. The move is believed to enhance their financial services offerings and provide better opportunities for their clients.
In another development, LPL Financial LLC has welcomed the addition of financial advisors Mark Hills and Uri Chip Doolittle V, CFP, AIF of Upstate Financial Network to their broker-dealer, RIA, and custodial platforms. The advisors join from Triad Advisors, previously a part of the Osaic network (formerly Advisor Group), bringing with them an impressive track record of approximately $200 million in advisory, brokerage, and retirement plan assets.
The partnership between CRCU Retirement and Investment Services and Trustage is expected to bring significant advantages to CRCU clients. By joining the LPL Financial Institution Services platform, CRCU Retirement and Investment Services will be able to leverage the resources and expertise offered by LPL Financial. This move indicates the company’s commitment to providing top-notch investment and retirement options to its customers.
The addition of Mark Hills and Uri Chip Doolittle V to LPL Financial augments the company’s team of financial advisors. With their extensive experience and impressive portfolio, the advisors will contribute positively to LPL Financial’s growth and further strengthen their position in the market.
Overall, these developments in the financial services sector demonstrate the commitment of both CRCU Retirement and Investment Services and LPL Financial LLC to offer enhanced services to their respective clients. Through their strategic partnerships and the addition of experienced advisors, they aim to provide a wider range of investment and retirement options, catering to the diverse needs and goals of their customers.
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