US Eagle 
Investment Services^®

Seek Growth For Your Money,
Plan for Your Future.

US Eagle Investment Services® has a dedicated Investment Representative, Dante Berry, located at US Eagle Federal Credit Union. The US Eagle Investment Services program is offered through LPL Financial.* For more information about LPL Financial, please visit lpl.com.

Dante Berry

LPL Investment Advisor Representative
(505) 342-8930
d.berry@lpl.com
3939 Osuna RD NE
Albuquerque, NM 87109

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

Services Offered

We can help you pursue your financial goals by providing additional information about these investment and retirement products and can assist you with any questions you may have.

Retirement Planning

With US Eagle Investment Services®, you can get help setting goals for your retirement journey, designing and implementing a retirement income plan, and staying on track.

Investments

US Eagle Investment Services® provides guidance and assistance to help you plan for the future.

Education Funding

College costs continue to skyrocket, outpacing increases in income. Without careful planning, your children could find paying for higher education difficult.

Our financial professionals can help you design and implement a savings strategy for you, or your children's educational goals.

Estate Planning*

Our financial professionals can help guide you and answer questions on estate conservation, and discuss the purpose of a trust and ramifications of carrying out your wishes.

Mutual Funds

A mutual fund is an investment company that pools money from many people and invests it in stocks, bonds or other securities. Each investor owns shares; each share represents a tiny portion of each individual security held by the fund. An investment professional handles the purchase and sale of individual securities in the fund, based either on an index or on his or her professional expertise. Investors may buy shares (or portions) directly from the fund or through registered individuals such as your financial professional.

Working with LPL, you can choose options including money market, stock funds, bond funds and exchange-traded.

Investing in mutual funds involves risk, including possible loss of principal. Fund value will fluctuate with market conditions and it may not achieve it's investment objective.

Securities are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. US Eagle Federal Credit Union and US Eagle Investment Services® are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using US Eagle Investment Services® may also be employees of US Eagle Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, US Eagle Federal Credit Union or US Eagle Investment Services®. Securities and insurance offered through LPL or its affiliates are:

US Eagle 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-disclosure.html for more detailed information.

*Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, please consult your attorney.

The LPL Financial registered representative(s) 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.

FR-3400897.1-0121-0223