Greater Texas Credit Union Launches Greater Texas Financial Solutions and Aggieland Financial Solutions on June 1, 2020.
The credit union will begin a new relationship with LPL Financial as our broker/dealer, replacing SWBC Investment Services. This new endeavor will ensure offering a comprehensive array of services to assist members with their financial needs and goals. The move to LPL Financial will bring members enhanced state-of-the-art technology, objective investment research, and a more robust retirement and investment advisory platform which all support our enhanced client service model.
Greater Texas Financial Solutions and Aggieland Financial Solutions will be served by Joe James, VP - Investment Services and Fernando Arenivas, Financial Consultant, with a combined total of 33 years of financial and investment advising and consulting experience.
