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For more than twelve years, Waleed has taken a holistic approach to financial planning and investments based on what’s important to the member regarding specific objectives, risk tolerance and time horizon. His approach has helped individuals, their families and business owners achieve financial success and peace of mind. Waleed provides a comprehensive suite of investment and insurance products suited for retirement and estate planning. His expertise includes working with military and government benefit plans.
Waleed is a graduate of the University of Texas with a BBA in Business Administration and Management. His qualification licenses include Investment Advisor, General Securities Representative and General Lines Insurance agent for Life, Accident and Health.
Waleed is married with two daughters, and in his spare time he likes cheering on the San Antonio Spurs and the Dallas Cowboys. He has a passion for lawn and gardening and is exceptional at Kamado-style cooking.
Waleed Khan
Financial Advisor
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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. Generations Federal Credit Union and Generations Investment Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Generations Investment Group, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Generations Federal Credit Union or Generations Investment Group. Securities and insurance offered through LPL or its affiliates are:
Your 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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