Investment Services

Advancial Investment Services is committed to helping you pursue your financial goals.

Investment Services

Advancial Investment Services is committed to helping you pursue your financial goals.

Some investment services companies put their profits above yours. At Advancial Investment Services, we're invested in you and your future. Our team of qualified advisors offer a full suite of financial investment services, including estimating your financial needs, minimizing the impact of taxes and portfolio diversification. The consultants at Advancial Investment Services are here to help identify your financial goals and build a solid plan to achieve them.

We'll provide you with objective, professional guidance and direction on:

Comprehensive financial planning through LPL Financial, a registered investment advisor
Retirement planning for individuals and small businesses
401-K rollovers
Investment management
Insurance services, including life, disability and long-term care
College planning
Estate planning

Lorenzo Ruiz III
Phone: 972.669.1314 x 4034
Fax: 972.231.7577
Email: lruiz@advancial.org

Lorenzo Ruiz is a seasoned financial advisor with over 20 years of experience in the financial services industry. Lorenzo holds the Series 7 license through LPL Financial. Lorenzo is available for appointments at any Dallas or Oklahoma branch locations. Registered states: CA, CO, FL, IL, LA, NM, NV, OH, OK, PA, TX, UT, VA, and WA.

Theodore A. Stanley
Phone: 281.752.8117 x 4117
Fax: 214.880.9538
Email: tstanley@advancial.org

Ted Stanley has over 25 years of experience in the financial industry. Ted has Series 7, 63, 66 and 24 registrations through LPL Financial and is registered to offer stocks, bonds, mutual funds and many other securities instruments through broker/dealer LPL Financial. He is also licensed to sell life and disability insurance as well as fixed and variable annuities through a number of quality carriers. Ted is available for appointments with any Houston, Lafayette or Anchorage members. Registered states: AK, CA, CO, FL, LA, NJ, AL, OH and TX.

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents in the following states: Alaska, California, Arkansas, Florida, New Jersey, Colorado, North Carolina, Louisiana, Texas, Alabama, Oklahoma and Wisconsin.

Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Advancial Federal Credit Union and Advancial Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured Advancial Federal Credit Union deposits and are not NCUA insured. These products are not obligations of Advancial Federal Credit Union and are not endorsed, recommended or guaranteed by Advancial Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and the loss of principal is possible.

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Your 20s may seem like an odd time to think of retirement, but it’s actually the perfect moment to start planning for your later years. That’s because the earlier you start saving, the more time your money has to grow.

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How Your Teen Can Benefit From a Roth IRA

Your teenager just got a job and will soon be getting that first paycheck. Or maybe she’s earning extra cash by babysitting or walking dogs. Although visions of video games or a shiny new car might be dancing in your youngster’s head, it’s wise to consider stashing that cash for the long haul.

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How to Save for Retirement

It’s never too early to start putting away money for your future. If you’ve ever wondered how to save for retirement when you’re also dealing with day-to-day expenses, these easy tips can help.

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Your savings are deferally insured to at least $250,000 and backed by the full faith and credit of the United States government.

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