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Contact Azad Rad

Azad Rad, Vice President, Program Manager at Tech Investment Management*
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Azad Rad is Vice President, Program Manager of Tech CU’s Investment Management Division. An industry veteran, Azad has 20 years of experience in the financial services industry. Currently, his responsibilities include overseeing the division’s investment services program, in addition to managing the Private Banking group. Previously, Azad has held a variety of leadership roles within retail banking and wealth management with a focus around developing strategies centered around the client experience. He loves developing his team and ensuring clients have a financial plan in place to address their needs and goals.

Azad is registered through LPL Financial in the state of California. He holds FINRA licenses 7 and 66, along with his Life Agent insurance license.

Education: Bachelor’s degree in Finance from California State University, Fullerton: MBA from Chapman University.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRAOpens a new window/SIPCOpens a new window). Insurance products are offered through LPL or its licensed affiliates. Technology Credit Union (Tech CU) and Tech Investment Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Tech Investment Management, and may also be employees of Tech CU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Tech CU or Tech Investment Management. The Tech Investment Management site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

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.htmlOpens a new window for more detailed information.

LPL Financial Form CRS

Check the background of our Financial Advisor on FINRA's BrokerCheck site.
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