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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.

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: (Depends on Advisor(s) Registrations* 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

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The Difference Between a Traditional 401(K) and a Roth 401(K)

An employer-sponsored 401(k) plan is often one of the most valuable parts of a job’s benefits package. Although free snacks and a generous vacation policy are great, making regular contributions to a retirement account can help ensure that your golden years are financially comfortable.

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Mistakes to Avoid During IRA and 401(K) Rollovers

If you have a retirement plan from a previous job or an individual retirement account, there are ways to move the funds without getting penalized by the Internal Revenue Service. These transfers, or “rollovers,” can be directed through a plan administrator or financial institution, but you can also make the switch too.

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

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