Alive Investment Services

The LPL Financial Advisors at Alive Investment Services have teamed up with LPL Financial to offer access to a wide array of investment options.

We want all credit union members to pursue their dreams. With our LPL Financial relationship, we’re able to ensure members receive customized advice from experienced professionals within the community - from first engaging in investment planning to receiving a second opinion on your portfolio.

David Rice, LPL Financial Advisor
Alive Investment Services
904-922-4136 | [email protected]

We're here to help you through any stage of life.

Starting a New Career

Talk budget, income, expenses, savings and investments with our advisor. 

Changing Jobs

Review retirement plan options from past and present employers to ensure they all fit your financial profile.

Saving for College

With education costs rising, are you investing for that future anticipated need? 

Protecting Your Family

Getting married or starting a family? It’s a good time to review your savings, investments and insurance needs. 

Saving for Retirement

How much income will you need in retirement? 

Transition to Retirement

Make the most of living in retirement while aiming to avoid costly mistakes.

Preserving Wealth

Plan to pass on your estate to the ones you love? We can show you how.

 

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Investments

  • Brokerage Services
  • Mutual Funds 
  • Annuities 
  • Individual and Business Retirement Plans 
  • IRAs, Roth IRAs 
  • 401(k), 403(b) Transition Assistance
  • College Savings Plans 
  • Portfolio Review and Evaluation 

Insurance

  • Insurance
    • Term
    • Whole life
    • Variable
    • Universal Life
  •  Annuities
    • Fixed
    • Variable 
  • Long-term care

Meet Your Advisor

David Rice

David Rice is a Financial Advisor based in Jacksonville, FL, with over 26 years of experience helping clients build and manage retirement and investment plans. He is passionate about assisting individuals in pursuing their financial goals in an effort to work toward success, all while seeking to minimize risk. David looks forward to learning how he can work toward improving his clients' financial well-being and empower them to take control of their financial future.

David Rice, LPL Financial Advisor
904-922-4136 | [email protected]

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Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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. Alive Credit Union and Alive Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Alive Investment Services, and may also be employees of Alive Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Alive Credit Union or Alive 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

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, GA.