LAFCU Investment Services

My Portfolio Review

Whether you're planning for retirement, financing the ever-rising cost of college tuition, supplementing your current income, or saving to buy your dream home, LAFCU Investment Services (LIS), offered through our broker/dealer CFS,* has solutions to help you meet your investment goals.

Have you taken the proper steps to ensure financial readiness? We can help you with:

  • 401(k) Rollovers
  • Additional Income
  • Consolidating Investments
  • Education Funding
  • Estate Planning
  • Investment Planning
  • Long Term Care insurance
  • Retirement Accounts (such as IRAs)
  • Stocks & Bonds
  • Tax Savings

Informative Seminars

Our representatives will soon present seminars on a range of helpful financial topics. Watch this space for schedules and locations.

Next Step

If you are already have an existing account at LIS and would like to review your portfolio, click here.

So we can tailor each investment product to your individual needs, click the link above, or contact LAFCU Investment Services "Financial Representative" Mr. Jairo S. Carpio or "Financial Advisor" Mr. Baron P. Murdock.

To expedite your reply, include your state of residence in your e-Mail.

Meet our Representative & Advisor by clicking these links:

  • Jairo S. Carpio: Financial Representative @ LAFCU�s Glendale Branch (also serves our Van Nuys branch)
  • Baron P. Murdock: Financial Advisor @ LAFCU�s LA Mall Branch (also serves our Culver City & Gardena branches)

Join LAFCU & Open an Account

You need to join and become a member of Los Angeles Federal Credit Union before opening an investment or insurance account through our broker/dealer CFS.

Investment products and services offered through CUSO Financial Services, L.P. (CFS) (Member FINRA "Financial Industry Regulatory Authority" / SIPC "Securities Investor Protection Corp.") and SEC Registered Investment Advisor, are offered by CFS and NOT Los Angeles Federal Credit Union (LAFCU), are NOT NCUA / NCUSIF insured, are NOT guaranteed by LAFCU, and MAY lose value. Financial Advisors and Representatives are employed and registered through CFS. LAFCU is not affiliated with CFS.

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.

* Full broker disclosure with (Member FINRA / SIPC) and SEC Registered Investment Advisor