Financial Advising
Piedmont Advantage Investment Solutions, available through LPL Financial.*
Who We Are
We believe your dreams are worth pursuing at Piedmont Advantage Investment Solutions, available through LPL Financial*. And we know that pursuing your dreams means taking a personalized approach to your financial plan. We will help you plan your journey, track your progress and provide alternate routes if necessary so you can reach your destination safely, efficiently and confidently.
Meet Our Financial Advisor, Fitz McMurry
As a part of the customized caring solutions that Piedmont Advantage Credit Union offers our members, we are proud to have Fitz McMurry on the team as the Financial Advisor at Piedmont Advantage Investment Solutions, available through LPL Financial*.
Fitz has served in the securities industry since 2018. He has his bachelor’s degree from Appalachian State University and transitioned into the financial services industry, where he could focus on helping people plan for their dreams.
Fitz is FINRA Series 7 and 66 licensed. He is also a licensed life, health and long-term insurance agent. Fitz and his wife, Ashley, are the proud parents of two daughters and one son.
- For additional background, go to FINRA’s BrokerCheck.
We Help You Achieve Your Financial Goals
Through our clearly defined process for financial planning, we work to deliver peace of mind through solid financial advice around all of your financial decisions. Our experienced team of financial advisors aims to partner with you to create a plan that helps you achieve your financial goals. We commit that all recommendations are made with your best interest in mind, based on what you want to achieve and what’s best for your family.
Have Questions on How to Get Started?
Email our Financial Advisor, Fitz McMurry, or fill out the form below.
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.