Investment Services at Bay Federal Credit Union welcomes LPL Investment Advisor Representative Bennett Bilgere
BOSTON, MA (January 19, 2021) — The Investment Services at Bay Federal Credit Union team has announced the addition of Bennett Bilgere as their new LPL investment advisor representative.
Bilgere has been working in the financial industry since he joined Bay Federal in 2014. He chose to become an investment advisor representative because it allowed him to combine his interest in financial markets with his passion for helping people. After seeing the effect of the 2008 recession on his parents’ retirement plans, he learned the real value in financial planning.
Growing up in Santa Cruz, Bilgere went on to earn his bachelor’s degree in economics from Sonoma State University. He finds the most rewarding part of Investment Services is getting to know more about Bay Federal’s members and seeing their financial confidence grow.
“I believe your hard work should pay off,” he says. “The best way to ensure that is with a financial plan custom fit to your needs.”
LPL Financial is the nation’s leading provider of third-party investment services to banks and credit unions, offering insurance and investment services to approximately 800 banks and credit unions nationwide.* LPL provides personalized support, a robust, integrated technology platform, investment solutions and practice management resources that enable the delivery of objective financial advice. *Source: 2018/2019 Kehrer Bielan TPM Survey. Based on Financial Institution Market Share.
About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, supporting more than 21,000 financial advisors, including advisors at approximately 1,100 institution-based investment programs and at approximately 500 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
LPL and its affiliated companies provide financial services only from the United States.