LPL Financial
Empowering
you to embrace
your future
Your financial decisions, including spending, saving, and investing, hold significant sway over the pivotal moments in your life. That’s precisely why our dedicated team invests time in understanding your unique aspirations, priorities, and lifestyle. Regardless of the challenges life presents, we are committed to empowering you with the confidence to embrace your future, knowing that your financial well-being is in capable hands.
 BUYING A HOME |  CONTINUING EDUCATION |  GETTING MARRIED |  STARTING A FAMILY |  PLANNING RETIREMENT |  ESTATE PLANNING |  INVESTMENT SERVICES |
Envision a brighter future, one that sustains you for years to come. Our dedicated personal consultant stands ready to craft a customized plan that aligns with your dreams and aspirations. Are you prepared to take the first step towards turning your visions into reality? Let’s embark on this journey together!
Why LPL Financial?
LPL Financials’ stellar reputation as a trusted financial services firm, coupled with its extensive product portfolio, makes it the perfect partner for Community Resource FCU in its mission to enhance its members’ financial well-being. By teaming up with LPL Financial, Community Resource FCU can now offer its members access to an even broader selection of investment options and insurance solutions, empowering them to achieve their financial goals.
Richard Anthony, our Registered Representative, and his assistant, Taylor Magee, live and work locally in your community. They are committed to providing exceptional, personal service that simplifies the pursuit of financial independence, a successful retirement, and a lasting legacy. Richard brings an impressive 28 years of experience in the investment and insurance field, making him an invaluable asset to the credit union and its members. Having spent 18 of those years at LPL Financial, with a significant portion as part of the executive team of a local credit union, Richard’s expertise and insights are unparalleled.
We are confident our partnership with LPL Financial and Richard’s team is a great complement to our current platform of financial products and services. Interested in speaking with Richard to learn more? Click the button below.
Our Process
Throughout our journey together, we engage in close collaboration with you to create a financial strategy tailored to your specific goals. Once we have formulated a suitable plan that aligns with your objectives, our commitment extends further as we diligently monitor its progress, ensuring it remains on course.
Our services and strategies include:
- Retirement planning
- Business strategies
- Investment planning
- Small business strategies
- Estate planning
- Insurance
- Education planning
- Risk management
- Tax strategies
- Gifting strategies
LPL Account View
We’re supported by LPL Financial, which provides us with an array of resources and tools to improve your experience.
Leaving the Community Resource FCU Website
You will be linking to another website not owned or operated by Community Resource FCU. Community Resource FCU is not responsible for the availability or content of this website and does not represent either the linked website or you, should you enter into a transaction. The inclusion of any hyperlink does not imply any endorsement, investigation, verification or monitoring by Community Resource FCU of any information in any hyperlinked site. We encourage you to review their privacy and security policies which may differ from Community Resource FCU. If you “Proceed”, the link will open in a new window.
BrokerCheck
BrokerCheck is a free tool to research the background and experience of financial brokers, advisers and firms.
Leaving the Community Resource FCU Website
You will be linking to another website not owned or operated by Community Resource FCU. Community Resource FCU is not responsible for the availability or content of this website and does not represent either the linked website or you, should you enter into a transaction. The inclusion of any hyperlink does not imply any endorsement, investigation, verification or monitoring by Community Resource FCU of any information in any hyperlinked site. We encourage you to review their privacy and security policies which may differ from Community Resource FCU. If you “Proceed”, the link will open in a new window.
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. Community Resource Federal Credit Union is not registered as a broker-dealer or investment advisor. Registered representatives of LPL may also be employees of Community Resource Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community Resource Federal Credit Union. Securities and insurance offered through LPL or its affiliates are:
| Not insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value |
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
Leaving the Community Resource FCU Website
You will be linking to another website not owned or operated by Community Resource FCU. Community Resource FCU is not responsible for the availability or content of this website and does not represent either the linked website or you, should you enter into a transaction. The inclusion of any hyperlink does not imply any endorsement, investigation, verification or monitoring by Community Resource FCU of any information in any hyperlinked site. We encourage you to review their privacy and security policies which may differ from Community Resource FCU. If you “Proceed”, the link will open in a new window.
Leaving the Community Resource FCU Website
You will be linking to another website not owned or operated by Community Resource FCU. Community Resource FCU is not responsible for the availability or content of this website and does not represent either the linked website or you, should you enter into a transaction. The inclusion of any hyperlink does not imply any endorsement, investigation, verification or monitoring by Community Resource FCU of any information in any hyperlinked site. We encourage you to review their privacy and security policies which may differ from Community Resource FCU. If you “Proceed”, the link will open in a new window.
Leaving the Community Resource FCU Website
You will be linking to another website not owned or operated by Community Resource FCU. Community Resource FCU is not responsible for the availability or content of this website and does not represent either the linked website or you, should you enter into a transaction. The inclusion of any hyperlink does not imply any endorsement, investigation, verification or monitoring by Community Resource FCU of any information in any hyperlinked site. We encourage you to review their privacy and security policies which may differ from Community Resource FCU. If you “Proceed”, the link will open in a new window.
Leaving the Community Resource FCU Website
You will be linking to another website not owned or operated by Community Resource FCU. Community Resource FCU is not responsible for the availability or content of this website and does not represent either the linked website or you, should you enter into a transaction. The inclusion of any hyperlink does not imply any endorsement, investigation, verification or monitoring by Community Resource FCU of any information in any hyperlinked site. We encourage you to review their privacy and security policies which may differ from Community Resource FCU. If you “Proceed”, the link will open in a new window.