Noble Credit Union is committed to ensuring that we offer a comprehensive array of financial services to address all of your financial needs. In keeping with that philosophy, we are excited to align with LPL Financial. This alliance will offer you access to a complete array of stocks, bonds, mutual funds, annuities, and insurance through state-of-the-art technology and objective investment research.
As a member, you’ll receive the benefit of unbiased professional advice. As financial professionals, the LPL Financial Consultants, Ted Dietz, Marc Barton, and Chue Lor, will take the time to learn about your needs, hopes and concerns, and develop a comprehensive strategy to help you pursue your goals. They offer access to a wide range of financial products and services and can help you build a diversified portfolio of well-managed investments. Services they offer include:
Members are invited to meet with the onsite LPL Financial Consultants, Ted Dietz and Chue Lor by calling (559) 437-2002 or by email at Ted.Dietz@LPL.com, Marc Barton by email at marc.barton@LPL.com, or Chue.Lor@LPL.com
- Asset Allocation
- College Planning
- Estate Planning
- Financial Planning
- Financial Reviews
Ted Dietz, CERTIFIED FINANCIAL PLANNER ™–
Ted Dietz is a well-known financial consultant with LPL Financial serving the Central Valley. He works with high net worth individuals, business owners, corporations and non-profit organizations, providing a complex degree of investment management, portfolio construction, and ongoing financial monitoring.
A graduate of the University of California, Fresno with a degree in Agricultural Business and California State University, Stanislaus with a Master’s in Business Administration. Ted also holds several financial registrations including his CFP®, Series 7,24,63,66 with LPL Financial, as well as his life & health insurance licenses.
For more than 15 years, Ted has personally guided his clients to pursue their investment and retirement planning needs. Service and communication are paramount to helping his clients work toward their personal financial goals and are what set him apart from the investment advice offered at other institutions.
Believing that each individual’s case is unique, Ted listens carefully to understand each person’s goals, shunning any “cookie cutter” approach to financial planning. Instead he utilizes his years of experience and know-how in developing an optimal, high-quality strategy that addresses his client’s specific needs and goals.
Raised on a farm in Merced, California, Ted learned the values of hard work, honesty, and personal initiative. He still resides in the area, with his wife and two children. Away from the office, Ted Volunteers his time with local 4-H and FFA groups and is an avid golfer. He also enjoys coaching his son and daughter’s soccer team each year.
Marc Barton, Financial Advisor
Marc Barton is an experienced Financial Advisor with LPL Financial, advising Valley clients and members for over twenty years.
Having a diverse and extensive knowledge of Financial Planning allows Marc to provide professional advice on a wide range of investments and planning. His financial registrations include Series 7 63, and 65, and California Life, Healthe and Long-Term Care Insurance licenses.
Strong passion, integrity and a sincere desire to help clients navigate their financial needs, drive Marc to provide valuable adviceand exemplary service.
Born and raised on the east coast in Cape Cod, Massachusetts, Marc moved to Fresno after his military service in 1986. He has been with his wife for thiry years and they have twin daughters and one son. In what little free time Marc has, he enjoys spending time with is family and traveling to new places.
Please contact Marc for a personalized, confidential, comprehensive financial consultation.
Chue Lor, LPL Financial Representative
Chue Lor is an astute financial representative with LPL Financial serving the needs of the Central Valley community. He is currently located at Noble Credit Union and works with credit union members and non-members. Chue prides himself in providing honest and suitable investment planning based on the needs of the individual.
Chue understands that everyone is unique. By listening attentively to the needs of each client, Chue identifies a suitable retirement plan, investment portfolio, college savings plan, and insurance programs to pursue their personal financial goals.
Chue’s financial registrations include a Series 6, 63, registrations with LPL Financial as well as his Life and Health Insurance licenses.
Let Ted, Marc and Chue help you pursue your dream retirement lifestyle. Schedule an appointment today by calling (559) 437-2002 or emailing Chue.Lor@LPL.com.
Securities offered through LPL Financial, Member FINRA / SIPC.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck. Insurance products offered through LPL Financial or its licensed affiliates.
Noble Credit Union is not a registered broker/dealer and is not affiliated with LPL Financial.
|Not NCUA Insured
||Not Credit Union Guaranteed
||May Lose Value
The LPL Financial Registered Representative associated with this site may only discuss and / or transact securities business with residents of the following states: California.