Personal Accounts

Advice to Help You Meet Your Financial Goals

Whether you are saving for college, working toward retirement or building a legacy for you and your family, a knowledgeable America’s First Financial consultant can work with you to develop an investment plan aligned with your needs and goals.

At America’s First Financial, our goal is to make a difference — for you, your family and your future.

Your America’s First Financial consultant can help you sift through the many options available to create a unique investment strategy. With access to a wide range of financial products and services, your America’s First Financial consultant will work with you to build a diversified portfolio of well-manages investments to optimize potential returns and minimize risk.

 

Your America’s First Financial consultant has the expertise to assist you with the following products and services:

Breadth and depth of products:

  • Mutual Funds and Exchange Traded Funds
  • Stocks and Bonds
  • Fixed, Indexed and Variable Annuities
  • Brokered CDs
  • Life Insurance and Long Term Care

Essential financial services:

  • Retirement Planning
  • Investment Management
  • Insurance Planning
  • Education Funding
  • Wealth Transfer

Your America’s First Financial consultant can help you sift through the many options available to create a unique investment strategy. With access to a wide range of financial products and services, your America’s First Financial consultant will work with you to build a diversified portfolio of well-managed investments that aim to optimize potential returns and minimize risk.

America's First Financial Team
  • Russell W. Jordan, CFP®, CFS®
  • LPL Financial Advisor
  • @{'rusj','amfirst.org','Email Rus'}
  • Toll Free: 1-800-633-8431, ext. 4035
  • Fax: 205-320-4015
  • View Full Bio
  • Carter Lachney, Jr.
  • LPL Financial Advisor
  • @{'carterl','amfirst.org','Email Carter'}
  • Toll Free: 1-800-633-8431, ext. 4036
  • Fax: 205-320-4015
  • View Full Bio
  • Kristi Hodge
  • Administrative Assistant
  • @{'kristih','amfirst.org','Email Kristi'}
  • Toll Free: 1-800-633-8431, ext. 4035
  • Fax: 205-320-4015
  • View Full Bio
Licensed Branch Employees
  • Jason Fuller
  • Mobile Branch Manager
  • @{'jasonf','amfirst.org','Email Jason'}
  • 251-370-1163
  • David O’Dell
  • Vestavia Branch Manager
  • @{'david0','amfirst.org','Email David'}
  • 205-325-3925
  • Preston Holder
  • Hoover Branch Manager
  • @{'prestonh','amfirst.org','Email Preston'}
  • 205-325-3985

2017 LPL Financial OutlookBrokerCheckFirm

Securities offered through LPL Financial, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. America’s First Federal Credit Union and America’s First Financial are not registered broker/dealers and are not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured America’s First Federal Credit Union deposits and are not NCUA insured. These products are not obligations of America’s First Federal Credit Union and are not endorsed, recommended or guaranteed by America’s First Federal Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama.