Investment & Insurance

Grow Your Savings

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Reaching your financial goals

You’ve come to the right place. Our experienced professionals are here to help you: 

  • Build your base by evaluating your insurance protection needs.
  • Accumulate assets for the future.
  • Manage wealth.
  • Create retirement income.
  • Plan your legacy.

Check the background of these investment professionals on FINRA's BrokerCheck.


 

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A safe and secure way to view balances, review transactions, and see your financial progress.

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Your Credit Union (Credit Union 1) provides referrals to financial professionals of LPL. Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit lpl.com/disclosures/is-lpl-relationship-disclosure.html

 


 

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. Credit Union 1 and CU1RIS Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CU1RIS Retirement & Investment Services, and may also be employees of Credit Union 1. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Credit Union 1 or CU1RIS Retirement & Investment Services. 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

 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from any resident of any other state.

 


 

Contact our LPL Financial Representatives

David Kanne

Financial Advisor
CU1RIS Retirement and Investment Services
Located at: Emory Alliance Credit Union a Division of Credit Union 1
1237 Clairmont Rd
Decatur, GA 30030
Direct: 404.486.4307 

Office: 404.486.4324
[email protected]

 

Contact our LPL Registered Office Staff

Suzanne Theriot

Program Manager
CU1RIS Retirement and Investment Services
Located at: Emory Alliance Credit Union a Division of Credit Union 1
1237 Clairmont Rd
Decatur, GA 30030
Office: 404.486.4324
Direct: 404.486.4376
Fax: 404.486.4376
[email protected]

Credit Union 1 is celebrating 65 years of helping individuals, families and communities reach their financial goals.
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