Financial Analysis and Asset Management
One11 Advisory and its team strive to provide clients with a detailed financial analysis about the assets they own. Clients can expect to receive detailed reports on these assets, whether in an Employer Sponsored Plan, i.e., 401k, Individual Retirement Account (IRA), or after-tax investment account, we detail each asset to make sure the accounts are operating as efficiently as possible and are adhering to our clients’ risk and return objectives.
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. CPM Federal Credit Union and One11 Advisory, LLC, are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using One11 Advisory, LLC, and may also be employees of CPM Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CPM Federal Credit Union or One11 Advisory, LLC. 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.
1817 Pickens St,
Columbia SC 29201