Home Alts News Securities America Recruits Credit Union Team from LPL

Securities America Recruits Credit Union Team from LPL

Securities America, a wealth management firm within Advisor Group’s network, has added Oregon Community Credit Union (OCCU) to its financial institutions platform.

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Securities America, a wealth management firm within Advisor Group’s network, has added Oregon Community Credit Union (OCCU) to its financial institutions platform. The team includes four licensed financial professionals who offer financial planning and wealth management services to credit union members at each of the institution’s 10 Oregon branches and oversee $340 million in client assets.

Headquartered in Eugene, Oregon, OCCU has eight branches in the Eugene/Springfield area and additional locations in Salem and Wilsonville. OCCU has more than $2 billion in total assets and offers its 170,000 members banking, lending and wealth management services.

OCCU has affiliated with Securities America through Priority Financial Group (PFG), a hybrid registered investment advisor and super-OSJ based in Phoenix that specializes in developing programs for financial institutions.

OCCU president and chief executive officer Ron Neumann has been part of the executive leadership team since 2010, serving first as chief financial officer and later as executive vice president before being appointed president and CEO in 2018.

Advisor Group serves approximately 11,300 financial professionals and oversees more than $450 billion in client assets. Firms within its network include Securities America, FSC Securities Corporation, Investacorp, KMS Financial Services, Royal Alliance Associates, SagePoint Financial, Securities Service Network, Triad Advisors and Woodbury Financial Services.

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