LOMPOC, Calif. — CoastHills Credit Union’s Chief Wealth Officer is again being recognized for his premier performance as one of the nation’s leading financial advisors,
the CU said.
Bruce Altheide has been named to LPL Financial’s Patriot’s Club, an award presented to less than 8 percent of the firm’s approximate 16,000 financial advisors nationwide.
The award is based on annual production of all registered advisors supported by LPL, and this is the 11th time that Altheide has been awarded the honor for the investment services he provides to CoastHills members.
“Bruce has demonstrated tremendous value to his clients with the service he provides to help them pursue their financial goals,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “We thank Bruce for the contributions he makes to his clients, his commitment to offering his clients independent financial advice and his ongoing relationship with support of LPL.”