Client Services Associate
CA Insurance License #0H82593
Lily is our Client Services Associate and part of our Member Experience Team. She brings in many years of experience working in the financial services industry. Prior to joining the team, Lily worked at Bank of the West in Newport Beach executing projects for a team of wealth management professionals. Lily has a bachelor’s degree in Business Administration. She also holds a California Life Insurance license. Outside of work, Lily enjoys traveling.
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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. Orange County's Credit Union and Orange County's Retirement & Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Orange County's Retirement & Investment Services, and may also be employees of Orange County's Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Orange County's Credit Union or Orange County's Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency||Not Orange County's Credit Union Guaranteed||Not Orange County's Credit Union Deposits or Obligations||May Lose Value|