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Community First Investment Services engages directly with clients to help find the right match between individual goals and solid investment opportunities. Our experienced team listens carefully, builds strong, customized portfolios and then manages these with leading-edge tools based on smart research and strategic financial planning.

Call 904.371.8076, option 9
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LPL Wealth Advisors

Mark Fitzmorris
Mark Fitzmorris
LPL Sr. Wealth Advisor
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Zack Toelle
Zack Toelle
LPL Wealth Advisor
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Edwin Reynolds
Edwin Reynolds
LPL Wealth Advisor
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Michael J. Young, CRPC<sup>®</sup>
Michael J. Young, CRPC®
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John Lunney
John Lunney
LPL Wealth Advisor
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Deidre Knott | Financial Advisor
Deidre Knott
LPL Wealth Advisor
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Ken Millhone - Program Manager | CUSO Financial Services, L.P.
Ken Millhone
LPL Regional Investment Director
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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. Community First Credit Union and Community First Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community First Investment Services, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community First Credit Union or Community First 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 (“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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representatives 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.