Alliance Retirement & Investment Services
Check the background of investment professionals associated with this site on FINRA's BrokerCheck. Alliance Retirement & Investment Services provides investment advice, asset management, and insurance services through LPL Financial. Mike Butts and David Kanne, registered representatives with LPL Financial, can provide you a wide range of investment services:
- Mutual Funds
- Stocks and Bonds
- Tax Advantage Investments
- Money Market Funds
- Life Insurance
- IRA’s – Traditional, Roth, and Rollover
Whether you are investing for the first time or have been a long-time investor, we have a wide range of financial services based on individual needs.
Contact David Kanne for a complimentary meeting to create a financial blueprint that helps address your needs and objectives.
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 brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
** 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. Emory Alliance Credit Union and Alliance Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Alliance Retirement & Investment Services and may also be employees of Emory Alliance Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Emory Alliance Credit Union or Alliance Retirement & 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
The credit union are not registered brokers/dealers and are not affiliated with LPL Financial.
The LPL Financial representative associated with this website may discuss and/or transact security business only with the residents of the following states: AL, AZ, GA, FL, OH, SC, NC, NJ, NY and TX.