MIS FAQs

MIS: Frequently Asked Questions

Who is Member Investment Services and what makes them unique?
Member Investment Services (MIS) is here to help you with your financial planning and investment needs. We seek to understand your current financial situation and help you to pursue your long-term goals. We speak in language that you will understand, while providing objective financial advice in an honest and authentic manner.

What services can Member Investment Services provide?
Member Investment Services will offer professional guidance and objective advice in the following topics: retirement planning, estate planning, college planning, risk management, tax-advantage investing, 401(k) advising, portfolio rebalancing, health insurance evaluation and more.

Does Member Investment Services accept walk-ins?
We prefer to meet by appointment in order to provide the best possible service.

How can I make an appointment with Member Investment Services?
To schedule a no-obligation appointment with one of our representatives, email MISdccu@LPL.com or call 540.946.3200.

How do I get started?
We need to meet to discuss your current financial situation, risk tolerance and investment goals. The next step would be to open an account.

What do I need to bring to my appointment with Member Investment Services?
Any paperwork and financial statements of accounts that you would like to discuss with Member Investment Services.

How long will my appointment take?
Everyone’s needs are different. Appointments will last anywhere from 30 minutes to 90 minutes depending on your current situation.

What is the fee to meet with Member Investment Services?
There is no fee to meet with one of our representatives. However, depending on which investment strategies we implement, there may be fees associated. Your representative will cover this information with you.

How can I monitor my accounts?
You will receive monthly and quarterly statements in the mail. We also have free online access so you can view your accounts at your convenience.

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