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Investment Services FAQs

Does L&N offer Mutual Funds?

Yes. We offer a wide variety of investment services through INVEST Financial Corporation.

 

Do you offer an alternative to the regular interest bearing passbook account IRAs?

Yes. An L&N Investment Services Representative can assist you in finding the retirement plan that best fits your needs.

 

What are the costs associated with meeting with an L&N Investment Services Representative?

There are no costs at the initial visit. You can speak with a representative and he can recommend some investments that are right for you.

 

For more information, call Grael Barker our L&N Investment Services Representative at (502) 368-5858 ext. 3008 or send an e-mail to grael.barker@investfinancial.com.

 

Disclosures

Registered representatives of INVEST Financial Corporation, member of FINRA/SIPC. INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with other entities named. Products and services offered through INVEST * Are not NCUA insured * Are not guaranteed by and Credit Union * may lose value.

 

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may with to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herin or any information contained in any link provided herein.

 

INVEST Financial Corporation's Privacy Policy

 

This site if for informational purposes only and is not intended to be a solicitation or offering of any security and;Important Consumer Information

 

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

 

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting

 

 

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© 2013 L&N Federal Credit Union | 9265 Smyrna Pkwy, Louisville, KY 40229 | 502.368.5858 | 800.292.2905
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