TAMPA, Fla.--()--INVEST Financial Corporation (INVEST), a full-service broker-dealer specializing in developing innovative financial solutions for advisors and their clients, today announced it will provide brokerage and investment services for three new financial institutions. The recent additions to INVEST’s network include:
“We are pleased to welcome three new financial institutions into INVEST’s growing network”
- Commonwealth Credit Union, $929 million in assets (Frankfort, Ky.)
- L&N Federal Credit Union, $786 million in assets (Louisville, Ky.)
- Glendale Area Schools Federal Credit Union, $324 million in assets (Glendale, Calif.)
“We are pleased to welcome three new financial institutions into INVEST’s growing network,” said Steve Dowden, president and chief executive officer of INVEST Financial Corporation. “As INVEST continues to expand its footprint in the credit union space, we are dedicated to providing each organization with customized practice management support and innovative technology platforms. After our recent celebration of 30 years as a business in November, we are confident our industry experience and customer service will allow us to build a lasting relationship with each entity.”
INVEST currently supports more than 150 banks and credit unions and more than 1,100 representatives nationwide. The Tampa, Fla.-based firm is a subsidiary of National Planning Holdings® (NPH®), one of the largest independent broker-dealer networks in the industry. INVEST was the first broker-dealer to conduct a securities trade in a bank lobby and has remained an industry leader in providing brokerage services for financial institutions for 30 years.
Financial institutions interested in learning more about INVEST can contact the firm’s Business Development Team at (800) 245-4732, option 2, or visit www.investfinancial.com.
About INVEST Financial Corporation
INVEST Financial Corporation (www.investfinancial.com), a subsidiary of the National Planning Holdings, Inc.® (NPH®) independent broker-dealer network, is a full-service broker-dealer based in Tampa, Fla. who specializes in developing innovative financial solutions for advisors and their clients. NPH is an affiliate of Jackson National Life Insurance Company® (Jackson®, www.jackson.com), a leading provider of retirement solutions.
INVEST Financial Corporation, member FINRA, SIPC, a Registered Broker-Dealer and Registered Investment Advisor, and its affiliated insurance agencies offer securities, advisory services, and certain insurance products. Products are: Not FDIC or NCUA insured; Not deposits of, obligations of, or guaranteed by any bank or credit union; Subject to investment risk, including the possible loss of principal amount invested.
INVEST, Commonwealth Credit Union, L&N Federal Credit Union and Glendale Area Schools Federal Credit Union are independent entities.