3610 Pentagon Boulevard, Beavercreek, OH 45431

finplanctr@wpcu.coop

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James Lee

James Lee

Financial Advisor | CUSO Financial Services, L.P.

(937) 912-7637

jlee@wpcu.coop

CRD#: 7551382
Member Center Locations: Piqua and Troy

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Office: (937) 912-7855

Toll-Free: (800) 762-0047 ex 7855

3610 Pentagon Boulevard

Beavercreek, OH 45431

finplanctr@wpcu.coop

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Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CUSO Financial”) (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. Atria Wealth Solutions, Inc. (“Atria”) is not a broker-dealer or Registered Investment Advisor and does not provide investment advice. CFS is a subsidiary of Atria.Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.
IMPORTANT: The projections and calculations generated by this calculator regarding the likelihood of investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Your results may vary with each use and over time.
SEC Marketing Rule Referral Disclosure Form Credit Union Sept. 23-2022 CFS Referral Disclosure