Lee Roberts joins SAFE Investment Services

SAFE Federal Credit Union announced the addition of Lee Roberts, Financial Advisor, to SAFE Investment Services.

Roberts has over nine years of experience in the investment services industry including prior roles with Morgan Stanley and Merrill Lynch. Roberts now serves SAFE Investment Services clients out of the firm’s office in Columbia, South Carolina.

A graduate of The Citadel, Roberts served in the South Carolina Army National Guard for over 34 years. He deployed to Afghanistan in support of Operation Enduring Freedom and held leadership roles throughout his career. Roberts retired as a Lieutenant Colonel in 2023.

“As a Columbia native, I look forward to serving the community I call home,” said Roberts. “I’m excited to help families in the capital city feel more confident about their financial future.”

“We value Lee Roberts’ history of service as a financial advisor and his record in America’s military,” added SAFE Federal Credit Union President and CEO Michael Baker. “He will provide our members with the investment and financial planning guidance they need during this volatile time.”

Roberts is available to meet with SAFE Federal Credit Union members to offer personalized support and guidance as they plan for the future and explore their options. For more information about SAFE Investment Services, visit SAFE Federal Credit Union’s website.

About SAFE Federal Credit Union

SAFE Federal Credit Union, founded in 1955, is one of the largest financial institutions based in South Carolina with over $1.9 billion in assets, 143,000+ members, and 19 branches. Membership is open to anyone who lives, works, worships, or attends school in Sumter, Lee, Kershaw, Clarendon, Florence and parts of Richland and Lexington counties. Membership is also open to employees of more than 400 companies located throughout the Midlands and relatives of those eligible to join. Connect with us at www.SAFEfed.org, on Facebook.com/SAFEfederalcreditunion or @SAFEFCU.

About LPL Financial

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, * supporting nearly 20,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace report); No 1. Independent Broker-Dealer in the U.S. (Based on total revenues, Financial planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

Lee Roberts is a financial advisor with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FIN RA/SI PC). Insurance products are offered through LPL or its licensed affiliates. SAFE Federal Credit Union and SAFE Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SAFE Investment Services, and may also be employees of SAFE Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of SAFE Federal Credit Union or SAFE Investment Services. Securities and insurance offered through LPL or its affiliates are:

SAFE Federal 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 advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclsoure.html for more detailed information.