Richia Allen photo

Richia Allen

Financial Advisor

 

WCCU Wealth Managemet

Located at Westerly Community Credit Union

122 Granite Street, Westerly, RI 02891

 

Phone:  401-637-4487

 

Email: richia.allen@lpl.com

May/June 2023

Infographic: The Name Game

Infographic The Name Game

Here's a snapshot of the important documents and accounts you'll need to update if you changed your name and/or address when you married.


  • Employers (Benefits, Payroll, etc.)

  • Financial/Retirement Accounts

  • Insurance Policies

  • Legal Documents

  • Professional Licenses/Associations

  • Online Accounts

  • Social Security Card

  • DMV

  • Educational Institutions

  • Passport

  • Property Titles/Mortgage

  • Email Addresses



CONTACT US

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Richia Allen is a financial advisor with, and 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. Westerly Community Credit Union and WCCU Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using WCCU Wealth Management, and may also be employees of Westerly Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of, Westerly Community Credit Union or WCCU Wealth Management. Securities and insurance offered through LPL or its affiliates are:

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