SOURCE: Mountain America Credit Union
WEST JORDAN, UT--(Marketwired - Dec 12, 2013) - Mountain America Credit Union and LPL Financial welcome David LaPray as one of their newest wealth advisors. David joins Mountain America's investment services team and will serve credit union members located in Idaho.
"We are very excited to welcome David to LPL Financial at Mountain America Credit Union as one of our newest wealth advisors," says Chad Waddoups, vice president of investment services for Mountain America. "His financial planning expertise and ability to build strong relationships make him a great fit with the organization as we strive to meet our vision of helping members pursue their financial dreams."
David is a graduate of Brigham Young University and comes to Mountain America with more than 10 years experience as a financial advisor. David specializes in conservative strategies and uses these strategies to help members obtain their financial goals and maintain their financial independence leading up to and throughout their retirement years.
David's key to success in financial planning is his enjoyment and study of investment and insurance services. This allows him to make appropriate recommendations that will not expose members to excessive risk.
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. LPL Financial is one of the nation's leading diversified services companies and the largest independent broker-dealer, supporting more than 12,000 financial advisors and 750 financial institutions nationwide.
For more information about LPL Financial visit www.macu.com/lpl-financial. To make an appointment with David LaPray, call 208-403-9425.
Mountain America Credit Union has more than $3.5 billion in assets and serves more than 420,000 members, wherever they are, through online and mobile banking, 75 branches in five states, and provides access to more than 30,000 ATMs and 5,000 shared-branching locations nationwide. With Utah credit union roots dating back to the 1930s, Mountain America has become a tradition for many members, offering 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.
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.
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