TDECU Wealth Advisors: <span class="text--nowrap">Contact Us</span>

TDECU Wealth Advisors: Contact Us

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Your Wealth Advisor will work one-on-one with you to build, implement, and monitor a wealth management strategy that achieves your financial goals at every stage of your life. They will:

Evaluate your current financial health
Calculate your retirement assessment score
Answer your questions
Offer objective feedback

Your personal Wealth Advisor is available now. Complete the form below so we can help you prepare for the future.

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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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. TDECU and TDECU Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using TDECU Wealth Advisors, and may also be employees of TDECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, TDECU or TDECU Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:

NOT NCUA Insured of Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Depots or Obligations

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 states: TX, AR, AZ, CA, CO, DC, FL, GA, HI, IN, LA, MI, MS, NC, NJ, OK, OR, PA, SC, TN, WA, WI.

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