SOURCE: Mountain America Credit Union

Mountain America Credit Union

May 30, 2016 18:44 ET

Brian Urie Receives Chartered Retirement Plan Specialist® Designation

WEST JORDAN, UT--(Marketwired - May 30, 2016) - Local LPL Financial Advisor Brian Urie has earned the Certified Plan Fiduciary Advisor (CPFA) designation. Plan advisors who earn their CPFA demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities. To receive the designation, Urie completed an educational program and exam covering federal law and standards of conduct for those who manage qualified retirement plans.

"The CPFA designation was developed by some of the nation's leading advisors and retirement plan experts," said Urie. "With there being more than 10,000 licensed financial professionals in Utah alone, I want our community to be clear about my knowledge, expertise and commitment to working with retirement plans."

Urie is a financial advisor at LPL Financial at Mountain America Credit Union throughout Utah. He has been helping clients achieve their financial goals for 17 years.

Securities and Financial Planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Mountain America Credit Union deposits and are not FDIC/NCUA insured. These products are not obligations of Mountain America Credit Union and are not endorsed, recommended or guaranteed by Mountain America Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed and loss of principal is possible. Mountain America Federal Credit Union and Mountain America Credit Union are not registered broker/dealers and are not affiliated with LPL Financial.

Mountain America Credit Union has more than $5.1 billion in assets and serves more than 575,000 members, wherever they are, through online and mobile banking, 86 branches in five states and access to more than 30,000 ATMs and 5,000 shared-branching locations nationwide. With roots dating back to the 1930s, Mountain America offers a variety of financial products and services for consumers and businesses, including savings accounts, auto loans, checking accounts, mortgage loans, business checking, student loans, SBA loans and retirement options. Visit www.macu.com for more information.

About LPL Financial
LPL Financial, a wholly owned subsidiary of LPL Financial Holdings Inc. (NASDAQ: LPLA), is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine, June 1996-2014), an RIA custodian, and an independent consultant to retirement plans. LPL was founded with a pioneering vision: to help financial advisors offer truly independent financial guidance and advice. Today LPL provides an integrated platform of proprietary technology, brokerage, and investment advisory services to over 14,000 financial advisors and 700 institutions as the nation's largest independent broker/dealer, making them a leading distributor of financial products in the United States. In addition, LPL Financial supports approximately 4,500 financial advisors licensed with insurance companies by providing customized clearing, advisory platforms and technology solutions. LPL Financial and its affiliates have more than 3,000 employees with primary offices in Boston, Charlotte and San Diego. For more information, please visit www.lpl.com.

Investment representatives at Mountain America are dual employees of the credit union and LPL Financial. This approach gives our advisors the tools and training they need to help members plan for the future, while allowing them to maintain the great service they are accustomed to receiving from Mountain America.

Contact Information

  • For Immediate Release Media Contact:
    Angie Nelson
    208-493-0131
    Email contact