Better Position Your Investment Potential
Seek to maximize your investments with personalized guidance from a Pathways Retirement & Investment Services professional. We will work with you to determine your individual goals and chart a path toward where you want to be.
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Investment Variety
Get access to a wide variety of investment options, including stocks, bonds, and mutual funds.
Professional Advice
You get professional guidance from experienced financial advisors who take your individual needs into account.
Convenient Online Monitoring
Use digital monitoring tools to track your investments over time.
Diversification
By diversifying your investments across several asset classes, you'll minimize your risk while still benefitting from great returns.
Count on Pathways Retirement and Investment Services to help with your future.
The Pathways Investment Services program is offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For more information on LPL Financial, visit www.lpl.com.
No matter what stage in life you may be on, this professional financial program is available to anyone at no cost or obligation. Membership is not a requirement.
A Pathways Retirement and Investment Services professional will be able to help you identify financial milestones, recommend tactics to help you pursue those goals, or simply provide a suitable opinion on your financial situation.
Your Investment Guide: Chris Bright, M.B.A., CRPC®
Chris started his career in Finance in 2009 at UBS Financial Services. (CRPC conferred by College for Financial Planning). He has experience in designing custom financial plans for individuals, families and business owners. He enjoys providing clarity and transparency throughout all stages of the financial planning process.
Chris has served as a financial professional, regional investment consultant and portfolio manager during his career in Finance. He emphasizes an academic approach to investment management, coupled with the highest level of customer service.
He received his Master’s Degree in Financial Economics from Ohio University – and Bachelor’s Degrees in Economics and Strategic communications from The Ohio State University. He currently holds FINRA 7, 6, 65 and 63 securities registrations with LPL Financial. He is also a Chartered Retirement Planning Counselor.
Chris enjoys spending time with his family, traveling, and playing Golf and Lacrosse in his spare time. He and his wife Carla reside in Dublin with their two children, Camden and Carmen.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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DISCLOSURE:
All information presented on this page is for educational purposes only and doesn’t constitute tax, legal or accounting advice. It is to be considered as general information, not recommendations. Please consult with an attorney or tax professional for guidance.
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. Pathways Retirement and Investment Servicves and Pathways Financial Credit Union (Pathways) are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Everwise Investment Services, and may also be employees of Pathways Financial. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Pathways Financial Credit Union or Pathways Retirement and Investment Services. 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 |
Your credit union ("Pathways Financial Credit Union") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay Pathways Financial Credit Union for these referrals. This creates an incentive for Pathways Financial Credit Union to make these referrals, resulting in a conflict of interest. Pathways Financial Credit Union is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more information.
The LPL Financial registered representative(s) 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.
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