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Dan Tamburello, CFP®,CLU®

Financial Advisor

Phone 205-320-4032

E-mail dant@amfirst.org

LPL Financial Form CRS

Securities and advisory services 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. America's First Federal Credit Union and AmFirst Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using AmFirst Financial, and may also be employees of America's First Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, America's First Federal Credit Union and AmFirst Financial. Securities and Insurance offered through LPL or its affiliates are:

Not Insured by FDIC or NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

Your Credit Union (America's First Federal Credit Union) 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-disclosure.html

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.

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