Investment Services at Space Coast Credit Union
Current Investment Services Clients: Please Click Here to View Your Portfolio
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.
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 their experience to receive information on the following products and services:
- Mutual funds
- Stocks, Bonds, and Annuities
- 401(k) and 403(b) Rollovers
- Investment Planning²
- Retirement Planning
- Tax Reduction Strategies²
- Education Funding
- Life Insurance Planning
- Long-Term Care Planning
Our offices are located throughout the Space Coast Credit Union branch network. For more information, or to schedule an appointment for a complimentary planning session, please 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
You may also email inquiries to email@example.com
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.