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 work toward building a sound plan to pursue them.

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

Comprehensive financial planning through LPL Financial, a registered investment advisor
Retirement planning for individuals and small businesses
IRA Rollover Services
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@advancialinvest.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, CT, FL, IL, LA, MT, 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@advancialinvest.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, AL, CA, CO, LA, MA, MS, OK and TX.
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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. Advancial Federal Credit Union (AFCU) and Advancial Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Advancial Investment Services and may also be employees of AFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of AFCU or Advancial Investment Services. The Advancial Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI. 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

Advancial Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit LPL disclosures for more detailed information.

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