Refer people and get rewarded

Atlantic Union Bank employees can earn $25 for each qualified referral to Atlantic Union Financial Consultants (AUFC).

AUFC GroupQualified referrals are for a client who:

  • Has at least $50,000 of investable assets available to invest in the next 60 days*.
  • Has at least a 3-year time horizon that the money can be invested.
  • Understands that the products being discussed are not FDIC insured, not guaranteed by the bank and may lose value.
  • Has either set an appointment or has given consent for the FC to call them.

Ready to refer a client to an AUFC Advisor?

Please email your referral and provide the following customer information:

  • Name
  • Phone Number
  • Email
  • Address
  • Preferred Branch
  • Preferred Contact Method


AUFC

Disclosure

*Atlantic Union Financial Consultants, LLC is an affiliate of Atlantic Union Bank. Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Atlantic Union Bank, Atlantic Union Bank Wealth Management, and Atlantic Union Financial Consultants are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. 4300 Cox Road, Glen Allen, Virginia 23060 | T: 888.263.3545 | F: 804.967.8820 | aubwm.com

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