Rick S. McDaniel, CRPC®
CUSO Financial Services, L.P
at LAFCU Investment Services
State Registrations: CA
LA Mall Branch Office:
Los Angeles Federal Credit Union (LAFCU)
201 N. Los Angeles Street, Space 201
Los Angeles, CA 90012
Hours: 9:00am to 5pm, Monday to Friday
8:00am to 5:00pm LA City Payday Wednesdays
Culver City Branch
Hours: Monday through Saturday by appointment only
Click for help at the Glendale, El Monte and Van Nuys Branches
Toll Free: (877) MY LAFCU (695-2328), ext. 6731
Fax: (818) 638-6402
Mr. McDaniel has been an investment advisor since 2008. He graduated from San Francisco State University with a BA in Finance. Rick utilizes a holistic approach of financial planning to help his clients reach their short- and long-term financial goals.
- Chartered Retirement Planning Counselor
- Series 7: General Securities Representative
- Series 66: Uniform Combined State Law
- CA Insurance License: # 0G51960
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/ SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Los Angeles Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside the United States.