*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. Vantage West Wealth Management and Vantage West Credit Union are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Vantage West Wealth Management and may also be employees of Vantage West Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Vantage West Credit Union or Vantage West Wealth Management. 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
|
Your Credit Union (“Vantage West Credit Union”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Vantage West Credit Union for these referrals. This creates an incentive for Vantage West Credit Union to make these referrals, resulting in a conflict of interest. Vantage West Credit Union is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Some products and services are subject to approval. Certain restrictions may apply. ©2024 Vantage West Credit Union | PO Box 15115, Tucson, AZ 85708 | Write to our address or view our privacy policy online. Concerns with clicking this email? Call us at 800.888.7882. RITM0048357
For your convenience, Vantage West Credit Union provides links to third-party sites. Vantage West Credit Union does not provide, and is not responsible for the product, service, or overall website content available at a third-party site. Vantage West Credit Union is not liable for any failure of products, services, or information advertised on the third-party website. Please be advised that you will no longer be subject to, or under the protection of the privacy and security policies of our website.
CA Insurance License Information
Eric DuBose | Domicile: AZ | 2480 N Arcadia Ave Tucson, AZ 85712 | CA Insurance #4021315
Katrina Bargas | Domicile: AZ | 2480 N Arcadia Ave Tucson, AZ 85712 | CA Insurance #4169515
Vantage West Credit Union will pay a cash bonus if you deposit a qualifying amount into an LPL Financial qualified annuity, brokerage or advisory account (‘’account”) during the offer period that begins 04/01/2024. This is a limited time offer and subject to change and/or be discontinued at any time.
The account must be funded within sixty (60) days of the opening date and the deposit must be held in the account for at least ninety (90) days from the date of the last qualifying deposit to receive the bonus. Once the ninety (90) day requirement is met, the bonus will be issued to the account holder within fourteen (14) business days. Members will have their bonus deposited in their Regular Share Account. Non-members will have an official check mailed to the address of record on the investment account. Limit one offer per social security number.
**The minimum qualifying deposit into an advisory account to participate in the bonus offer is $100,000.00. For purposes of this offer, the bonus amount will be determined by the total eligible funds received in the account minus withdrawals and transfers out of the account as of the Maintain Funds deadline. Distributions, interest, and dividends from investments will not be counted. Market fluctuation will not impact bonus eligibility.
To receive a $500 bonus, the account must be funded with $100,000.00-$249,999.99. To receive a $1,000.00 bonus, the account must be funded with $250,000.00-$499,999.99. To receive a $1,500.00 bonus, the account must be funded with $500,000.00-$749,999.99. To receive a $2,000.00 bonus, the account must be funded with $750,000.00-$999,999.99. To receive a $2,500.00 bonus, the account must be funded with $1,000,000.00 or more.
The cash bonus is subject to IRS reporting, and all taxes are the account holder’s responsibility. Qualifying deposit(s) must be new assets and cannot be money that is currently being held at Vantage West Credit Union. Representative of record reassignments and GWP accounts do not qualify for the bonus. Offer is only available to natural persons. The individual opening the account must be in their individual capacity and not as an employee, agent, or representative of another customer.
This is not an offer or solicitation in any jurisdiction where Vantage West Wealth Management or Vantage West Credit Union are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction.