We have some exciting news to share with you!
Effective immediately, Oklahoma Central Financial Planning has welcomed a new advisor to offer financial planning and investment services to members.
Through our alliance with LPL Financial, members have access to quality financial products, giving you the advantage of handling all your financial needs from your local credit union. We would like to take this opportunity to introduce LPL Investment Advisor Representative, Lincoln Anderson.
Lincoln Anderson is a Chartered Financial Analyst® with over 17 years of experience working with people looking for guidance in their investment planning. He uses an established process to develop personalized strategies for clients and then partners with those members and their families over time to keep them on track to pursue their financial goals. If you are looking for professional advice regarding investments, financial planning, insurance, or tax reduction strategies, please contact Lincoln to get started today!
Don't delay planning for your financial future.
Connect with Lincoln Anderson by calling 918-280-5211 or visiting the Oklahoma Central Financial Planning website.
Check out the background of investment professionals associated with the site on FINRA’s Broker Check.
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. Oklahoma Central Credit Union and Oklahoma Central Financial Planning are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Oklahoma Central Financial Planning, and may also be employees of Oklahoma Central Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Oklahoma Central Credit Union or Oklahoma Central Financial Planning.
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 Oklahoma Central Financial Planning site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents in the states to which they are properly registered or licensed.
Oklahoma Central Credit Union (OCCU) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay OCCU for these referrals. This creates an incentive for OCCU to make these referrals, resulting in a conflict of interest. OCCU is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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