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The vision at Alabama Teachers Credit Union is to provide its members with superior financial solutions, comprehensive products, and an unparalleled service experience. The partnership our members have with Alabama Teachers Credit Union extends to Alabama Teachers Investment Services, through our broker dealer, LPL Financial.

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JD Holt, LPL Financial Advisor

JD Holt

JD was raised in Jackson, AL located in Clarke County. JD received his Bachelor’s degree from The University of West Alabama in 2002 in Business Management and in 2004 he graduated from Auburn University with a Masters in Agriculture Economics. JD began his career in Investment Services in 2010, and currently holds Series 7, 63 and 66 registrations with LPL Financial.  As a LPL Financial Advisor with Alabama Teachers Investment Services, JD is dedicated to providing the highest level of investment services to our clients and helping them pursue their financial goals. JD and his wife Lauren live in the Hokes Bluff community of Etowah County with their three children, John Dawson, Lawson and Sara Grace.

Check the background of this investment professional on FINRA's BrokerCheck.

  • Licensed to conduct securities business in Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, & Texas
  • Life and health insurance licensed in Alabama, Florida, Georgia, & Texas

Anne Harrison, Investment Services Assistant

Anne started at ATCU in August of 2021. She and her husband Thom live in Glencoe. They have 3 grown children and 2 still at home. She has had the privilege to live overseas in both South America and the Middle East. She has worked for the previous 5 years in an administrative position and is excited to be at ATCU serving in the role as Investment Services Assistant.

Check the background of this investment professional on FINRA's BrokerCheck.

  • Life and health insurance licensed in Alabama & Texas

Baylor Millhoff, Relationship Manager

Baylor was born and raised in Gadsden, Alabama. He graduated from Auburn University with a Bachelor’s degree in Finance, December of 2022. Baylor joined Investment Services in February of 2023 and is excited to grow with the Investment Services team. He is serving in the relationship manager position while he studies to become a Financial Advisor. Baylor is dedicated to applying his skills to provide the best care to all clients of the department.

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Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL Financial or its licensed affiliates.  Alabama Teachers Credit Union and Alabama Teachers Investment Services are not registered as a broker-dealer or investment advisor.  Registered representatives of LPL offer products and services using Alabama Teachers Investment Services, and may also be employees of Alabama Teachers Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Alabama Teachers Credit Union or Alabama Teachers Investment 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 Obligations | May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, FL, GA, LA, MS, NC, TX. 

Alabama Teachers 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 https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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