SCHOOLSFIRST INVESTMENT SERVICES
FINANCIAL ADVISOR - KATHRYN HACKNEY
Orange
(800) 462-8328, ext. 4116, option 2
investments@schoolsfirstfcu.org
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For more than 30 years, Kathryn has been helping people work toward their financial goals. She takes pride in her fiduciary role, providing Members with an objective review of their current situation and helping them create long term goals.
Kathryn likes to remind Members that retirement planning doesn't end at retirement. "Members often think that once they retire things will take care of themselves. There are a lot of opportunities that retirement presents for managing your retirement savings. Working with Members to make sure they are getting the most out of their plans is something I really enjoy."
Kathryn is a fully registered financial advisor and licensed insurance agent. When she's not working with Members, Kathryn loves to get outside, bike riding and spending time with her family and friends.
CA Insurance License 0786143
Kathryn Hackney is a financial advisor 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. SchoolsFirst Federal Credit Union and SchoolsFirst Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SchoolsFirst Investment Services and may also be employees of SchoolsFirst Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SchoolsFirst Federal Credit Union or SchoolsFirst 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 |
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 www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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.