CoastHills Wealth Management VP recognized as one of nation’s leading financial advisors
Altheide’s investment services to Credit Union members have earned him LPL Financial’s prestigious Patriot’s Club honor eight of the past 20 years
LOMPOC, CA (May 15, 2018) — CoastHills Credit Union’s Vice President of Wealth Management is once again being recognized for his premier performance as one of the nation’s leading financial advisors.
Bruce Altheide has been named to LPL Financial’s Patriot’s Club, an award presented to less than 8 percent of the firm’s approximate 15,000 financial advisors nationwide.
The award is based on annual production of all registered advisors supported by LPL, and this is the eighth time in past 20 years that Altheide has been awarded the honor for the investment services he provides to CoastHills members.
“On behalf of LPL, I congratulate Bruce,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “Bruce has demonstrated tremendous value to his clients with the service he provides to help them pursue their financial goals. We thank Bruce for the contributions he makes to his clients, his commitment to offering his clients independent financial advice and his ongoing relationship with support of LPL. We wish him continued success.”
For 30 years, Altheide has been providing financial services to clients on the Central Coast, and CoastHills members receive a full range of services from him, including retirement and financial planning, individual money management, individual stocks and bonds, mutual funds, annuities and more.
“The Credit Union and its members are so fortunate to have Bruce’s knowledge and experience working for them right here at home,” CoastHills Interim President/CEO Dal Widick said. “We’re proud to congratulate him on his continued performance as one of the nation’s best.”
Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Coast Hills Credit Union and Coast Hills Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured CoastHills Credit Union deposits and are not NCUA insured. These products are not obligations of CoastHills Credit Union and are not endorsed, recommended or guaranteed by CoastHills Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
Bruce Altheide
About CoastHills Credit Union
CoastHills is a not-for-profit Credit Union serving more than 76,000 members in Santa Barbara, San Luis Obispo, Monterey, Ventura and Santa Cruz counties. Founded in 1958 to primarily serve military and civilian personnel at Vandenberg Air Force Base, CoastHills now serves the entire community with 12 branches and a locally staffed full-service call center. With assets of more than $1.7 billion, CoastHills is the second largest locally owned financial institution on the Central Coast.
About LPL Financial
LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.
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