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The Financial Services program is offered through LPL Financial (LPL)*. For more information about LPL, please visit lpl.com
Guided Wealth Portfolios
A new digital investment platform designed to help you plan for retirement, save for a major purchase, or simply put your money to work for you by investing in the market.
MEET YOUR EXPERIENCED ADVISOR
Ron Huck
Vice President, Wealth Management
Located at Coca-Cola Credit Union
404-515-3079 | ron.huck@LPL.com
Check the background of this investment professional on FINRA’s BrokerCheck.
*The financial professionals at CCCU Wealth Management are registered representatives with, and 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. Coca-Cola Federal Credit Union and CCCU Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CCCU Wealth Management and may also be employees of Coca-Cola Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Coca-Cola Federal Credit Union or CCCU Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Your Credit Union (“Financial Institution”) 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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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.
IMPORTANT: The projections or other information generated by Guided Wealth Portfolios regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
**Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliates of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.