Kern Schools FCU Inks Investments Deal With LPL Financial

Published June 18, 2013, 9:19 p.m. EDT

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Updated August 26, 2020, 10:16 p.m. EDT

1 Min Read

BAKERSFIELD, Calif. Kern Schools FCU has signed with LPL Financial to provide its members with broker-dealer and wealth management services.

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“We were particularly attracted to the comprehensive capabilities of LPL’s technology platform and the company’s in-house insurance solutions, but above all, its extensive and well-integrated retirement planning capabilities will open the door to a considerable new opportunity for Kern Schools,” said Larry Braley, vice president of wealth management for the $1.2-billion credit union.

LPL Financial serves more than 700 credit unions and banks with brokerage, trust and wealth management services.

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