SCHOOLSFIRST RETIREMENT PLANNING
FINANCIAL ADVISOR - KEVIN TRAN
Pico Rivera, South Gate
Direct Line: (949) 274-0741
ketran@schoolsfirstfcu.org
Support Team: (800) 462-8328, ext. 4116, option 1
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Kevin Tran is an experienced financial professional with 7 years of experience in the financial industry. He holds FINRA Series 7 and 66 registrations through LPL Financial and has passed the Securities Industry Essentials (SIE) exam. He connects to all clients, but especially those who need guidance, as he has been in their shoes before.
In his first meeting, Kevin focuses on getting to know the Member and understanding their goals so that he can help them reach those goals. He believes the biggest misconception among Members is the lack of understanding of their own situation and how he can help them see the bigger picture.
Kevin is often surprised when Members are not aware of retirement accounts and enjoys educating them on the importance of saving for retirement. He believes the Credit Union difference is putting the Members first and serving them in any way possible.
In his spare time, Kevin enjoys playing basketball and working on his car.
Kevin Tran is a financial advisor with, and securities are offered through LPL Financial (LPL), a registered broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SchoolsFirst Federal Credit Union and SchoolsFirst Retirement Planning are not registered as a broker/dealer. Registered representatives of LPL offer products and services using SchoolsFirst Retirement Planning, 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 Retirement Planning. 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.