Client Resources
Thank you for your relationship with Piedmont Advantage Investment Solutions, available through LPL Financial*.
Let’s Do Some Math
When you’re weighing financial options and creating long-term strategies, you want to work with the most reliable data. That’s what these investment-related calculators provide, so you can get more for your money.
Client Investment Portal
Thank you for your relationship with Piedmont Advantage Investment Solutions, available through LPL Financial*.
Investing Highlights
Advantage Insights
Peace of Mind with Estate Planning
On this month’s podcast, Headlines and Fine Print, Dion Williams, our President & CEO, gives insight into how estate planning can benefit you and the documents and tools at your disposal to create a sound plan and ensure your intentions and designations are aligned.
Podcast
Pay Yourself First… Then What?
Join Dion as he discusses the four categories that will help you manage your money and prioritize your present and future goals. Learn how to give your money a purpose and order with Dion’s help. Brought to you by Piedmont Advantage Credit Union.
YouTube
Why Choose PACU? Member Testimonials
Considering joining PACU? Listen to why some of our members chose PACU over banks or other credit unions in testimonials on our YouTube Channel.
Ready to Start Investing?
Disclosures
*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. Piedmont Advantage Credit Union and Piedmont Advantage Investment Solutions are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Piedmont Advantage Investment Solutions, and may also be employees of Piedmont Advantage Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Piedmont Advantage Credit Union or Piedmont Advantage Investment Solutions. 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 representatives 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.
Check out your advisor’s background on FINRA’s BrokerCheck.