Count on Pathways Retirement and Investment Services to help with your future.
The Pathways Investment Services program is offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC) focused on serving credit union members.
No matter what stage in life you may be on, this professional financial program is available to anyone at no cost or obligation. Membership is not a requirement.
A Pathways Retirement and Investment Services professional will be able to help you identify financial milestones, recommend tactics to help you pursue those goals, or simply provide a suitable opinion on your financial situation.
Your Investment Guide: Chris Bright, M.B.A., CRPC®
Chris started his career in Finance in 2009 at UBS Financial Services. He has experience in designing custom financial plans for individuals, families and business owners. He enjoys providing clarity and transparency throughout all stages of the financial planning process.
Chris has served as a financial professional, regional investment consultant and portfolio manager during his career in Finance. He emphasizes an academic approach to investment management, coupled with the highest level of customer service.
He received his Master’s Degree in Financial Economics from Ohio University – and Bachelor’s Degrees in Economics and Strategic communications from The Ohio State University. He currently holds FINRA 6, 7, 63 and 65 securities registrations with LPL Financial.
Chris enjoys spending time with his family, traveling, and playing Golf and Lacrosse in his spare time. He and his wife Carla reside in Dublin with their son Camden and their dog Ava.
Check the background of this investment professional on FINRA’s BrokerCheck.
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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. Pathways Financial Credit Union and Pathways Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Pathways Retirement and Investment Services, and may also be employees of Pathways Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Pathways Financial Credit Union or Pathways Retirement and Investment Services. Securities and insurance offered through
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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.