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Listerhill Credit Union is a nonprofit financial cooperative improving lives in our community.

If you live in Alabama, Georgia, Mississippi, Florida, or Tennessee, you are eligible to become a member. Depending on your individual eligibility, we may require membership into an approved association at no cost to you.

You can also qualify for membership by being a family member of a current or potential Listerhill member.

With only $5, you can join Listerhill today and start taking advantage of a lifetime membership.

Listerhill Investment Services

Your Financial Future Starts Here

When you are faced with life-changing transitions, there are usually some important financial decisions that you will have to make during these times of change. Your financial decisions may significantly impact your financial security in the years, decades or generations to come. When you’re making these important financial decisions, you want sound, personalized advice from someone who knows you well. Listerhill Investment Services gives you the personalized, local service you deserve.

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Services We Offer:
Career Change / Retirement

Talk with our Financial Advisors about ways to take your retirement with you.

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401k & Pension Options

Learn if rolling over your money to an IRA is right for you. Your money could continue to grow tax-deferred.

Retirement Income Planning

Develop a plan entirely unique to you and your financial situation.

Premium Credit Options
Birth of a Child

Every life event needs a plan, even the very first ones.

Anytime Credit
Life & Long Term Care Insurance

Life insurance is an important part of financially planning ahead.

Our Approach

Working together, we’ll create a plan for pursuing your goals based on your unique needs and concerns.

The process we will follow includes:

Step 1

Getting to Know You

We make it our first priority to understand where you are now and your future goals. Once we understand your priorities we'll research and evaluate your alternatives. We will present these to you face to face and explain how our recommendations address your concerns and goals.

Step 2

Staying in Touch

People, circumstances and the economy all change. It's important to be sure that any changes are factored into your plan. We will be an active, committed partner in making sure your plan continues to help you pursue your financial goals over time.

Step 3


Together, we'll help you build your roadmap for the future and pursue your financial goals. The first step is the easiest. You can call Andy Clark at (256) 383.9204 ext 1282 or 1.800.239.6033 ext 1282 for friendly, local assistance.

LPL Research Blog

Stay up-to-date on economic affairs with LPL Research's weekly publications on the local and worldwide economy.

Listerhill Investment Services

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Meet The Team
Andy Clark, CFP®

With over two decades of experience in the finance industry, Andy has guided members through the highs and lows of our economy. As a CFP® professional, Andy puts members' interests first and is held to the highest Financial Planning Practice Standards. Check the background of this investment professional on FINRA BrokerCheck.

Jeremy Meeks, Financial Advisor (ChFC®)

Jeremy began his career in the financial services industry in 1998. Since then, he's worked with clients in a variety of roles, including consumer and commercial lending, branch management, insurance, and financial planning. He is passionate about getting to know you and using his experience and knowledge to help you create a personalized plan that will help you pursue your financial goals. Check the background of this investment professional on FINRA BrokerCheck.

Matt Rose, Financial Advisor

Matt seeks to help individuals, families, and businesses strike the right balance in their financial planning. Together, you’ll chart a course that pursues where you want to be with your goals, securely and on time. Matt offers a full service experience with a range of strategies to help you pursue your financial priorities. Check the background of this investment professional on FINRA BrokerCheck.

Jason Morgan, Financial Advisor

Before joining Listerhill Investment Services, Jason spent ten years as a Listerhill branch manager. Having been a licensed Financial Advisor since 2015, Jason helps members make the most informed decisions possible when planning their future. Check the background of this investment professional on FINRA BrokerCheck.

Charlie Hensley, Financial Advisor

Charlie sets out to help each client develop a personalized financial plan from a wide range of strategies that best suit them and their goals. He will accompany you on your financial journey and prides himself on being with you every step of the way. Charlie makes it a priority to make sure every individual, family, or business feels at home with him. Check the background of this investment professional on FINRA BrokerCheck.

Adam Neal, Client Services Associate

As our Client Services Associate, Adam plays a key role in maintaining a high service level to our members. He has a long history of efficiency and dependability. With many years of experience as an office manager, Adam prides himself on helping our advisors operate smoothly and consistently so they can better focus on working with you towards your goals.

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About LPL Financial

At LPL Financial, financial advisors have the freedom they deserve to choose the business model, services, and financial technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. LPL's mission is to take care of our advisors, so they can take care of their clients.

LPL Financial Form CRS

Listerhill 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 conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit for more detailed information.

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. Listerhill Credit Union and Listerhill Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Listerhill Financial Services, and may also be employees of Listerhill Credit Union or Listerhill Financial Services. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Listerhill Credit Union or Listerhill Financial Services. 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 Obligation
May Lose Value

The LPL Financial registered representatives 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 of any other state.

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Frequently Asked Questions

  • What are some factors to consider when choosing a rewards credit card?

    Determine whether you prefer cash back, travel points, or other reward types. Then, explore how and when reward points accumulate, if there are spending caps, and how easy it is to redeem your rewards. Financial institutions like credit unions tend to offer great rewards credit cards.

  • How can I compare credit card offers before making a decision?

    Carefully review rewards programs, like cash back or travel miles, when comparing credit cards. Also, consider the rewards rate, interest rates, annual fees, and any additional benefits the card includes.

  • What are the benefits of choosing a credit union's credit card compared to others?

    Our credit cards reward you for making purchases. They feature competitive interest rates and fewer fees than traditional banks. Members benefit from personalized customer service. We work closely with you to understand your financial situation and needs.

  • What if I prefer to make my payments through a pre-authorized automatic payment arrangement (ACH)?

    Please contact TruHome at 844-203-3642 to set up automatic payments or visit here to set them up yourself.

  • What if I prefer to make my payments through the Listerhill Mobile Banking app or Online Banking?

    Unfortunately, when the transfer occurs, mortgages will not be displayed on our app or in online banking, but we are working to bring that functionality ASAP.

    In the meantime, please visit here to view all mortgage information and payment options.