CUNA Brokerage Services
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
468 Manzanita Ave Ste 7, Chico, Californ...Phone Number
(800) 369-9709Revenue
$7.2 MillionIndustry
ZI Rank: 2
Signal Type
Jan
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ZI Rank
2
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2
About CUNA Brokerage Services
Investor Connection provides financial and insurance strategies aimed at helping individuals prepare for their future. They partner with financial professionals affiliated with LPL Financial, offering investment options and personalized financial planning services. Their primary clients include members of credit unions seeking guidance in complex financial environments. The company's focus is on delivering a rewarding financial planning experience tailored to the unique needs of their clients.Explore more
CUNA Brokerage Services Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
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LT
Lawrence TateFinancial Helping Families Across The Country Pursue Their Retirement Goals Advisor
Company Profile Activity
Activity Insights
CUNA Brokerage Services is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
CUNA Brokerage Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CUNA Brokerage Services.
CUNA Brokerage Services Tech Stack
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Investor Connection provides financial and insurance strategies aimed at helping individuals prepare for their future. They partner with financial professionals affiliated with LPL Financial, offering investment options and personalized financial planning services. Their primary clients include members of credit unions seeking guidance in complex f... Read More
