Bank

Financial Consultants

Roger Linder CFPLorenzo Ruiz III
Phone:  972.669.1314 x 4034
Fax:      972.231.7577
Email:   lruiz@advancial.org

Lorenzo Ruiz is a seasoned financial advisor with 18 years experience in the financial services industry. Lorenzo holds the Series 7 through LPL Financial. Lorenzo is available for appointments at any Dallas or Oklahoma branch locations. Registered states: TX, OK, WI, NC and AL.







Theodore A. Stanley
Phone:  281.752.8117 x 4117
Fax:      214.880.9538
Email:   tstanley@advancial.org

Ted Stanley has over 20 years experience in the financial industry. Ted has Series 7, 63, 66 and Series 24 registrations through LPL Financial and is registered to offer stocks, bonds, mutual funds and many other securities through broker/dealer LPL Financial. He is also licensed to sell life and disability insurance as well as fixed and variable annuities through a number of quality carriers. Ted is available for appointments with any Houston, Lafayette or Anchorage members. Registered states: AK, CA, CO, FL, LA, NJ and TX.
 
 
View the backgrounds of the financial consultants on FINRA's BrokerCheck

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents in the following states: Alaska, California, Arkansas, Florida, New Jersey, Colorado, North Carolina, Louisiana, Texas, Alabama, Oklahoma and Wisconsin.

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Advancial Federal Credit Union and Advancial Investment Services are not registered broker/dealers and are not affiliated with LPL Financial

The investment products sold through LPL Financial are not insured Advancial Federal Credit Union deposits and are not NCUA insured. These products are not obligations of Advancial Federal Credit Union and are not endorsed, recommended or guaranteed by Advancial Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and the loss of principal is possible.

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