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Invest in an appointment with Dave Littleton

Have You Seen Dave?

Make An Appointment with Dave Littleton

 

The Road to a Financial Plan

An appointment with Dave Littleton for a full-service financial consultation is free with no obligation to Members and non-Members alike. Request an appointment by completing the information below or call 360-570-7538: 

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Invest with LPL Financial

Invest with O Bee Financial Services

 
Check the background of this investment professional here:

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. O Bee Credit Union and O Bee Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using O Bee Financial Services, and may also be employees of O Bee Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, O Bee Credit Union or O Bee Financial Services.  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

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.