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Home > Savings & Investments > Investment Service > WPCCU Financial Advisors

Financial Advisors

Meet Our CFS Financial Advisors

Our CFS financial advisors are employees of the credit union and registered through CUSO Financial Services, L. P. (CFS)*. All credit union members may take advantage of a no-cost, no-obligation meeting.  

 

                                     Robert Bayliff
Robert Bayliff investment

 * Series 7 - Securities Representative
 * Series 65/66 - Investment Advisor
 * Series 24 - General Securities Principal
 * Life and Health Insurance #0886287

 

 


                                     Patrick Marshall

Patrick Marshall 401k IRA retirement * Series 7 - Securities Representative
 * Series 66 - Investment Advisor
 * CA Life and Health Insurance #0F45771

 

 

 

Broker Check

 

To schedule your meeting with a financial advisor, fill out the form or contact Emily Dixon at 800-300-9728 extension 1623.

 

**For specific tax advice please consult a tax professional.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor.  Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Email disclaimer

Orders and trades are not accepted via emails. Water and Power Community Credit Union will never request sensitive information such as Social Security numbers, Online Banking PINs, passwords, or account numbers by email or text message. Please beware of solicitors who ask for sensitive information. If you receive an email or text message or any other forms of solicitation requesting this type of information, please contact Water and Power Community Credit Union immediately: 800-300-9728

 

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