Investments

 

Investments are a cornerstone of a sound financial plan. LPL Financial located at The Citizens Bank is committed to helping our customers pursue their financial goals. Let our knowledgeable Financial Consultant assist you in choosing the investments to suit your individual or family's needs. At The Citizens Bank, you get access to quality investment products with the comfort of still working with your local community banker.

 

Our advisor works through an alliance with LPL Financial to have access to not only a selection of products but an advisor to help you navigate the complex world of investing and insurance products. LPL Financial is a leading providor of investment and insurance programs to financial institutions across the country and is a registered broker/dealer and member of FINRA/SIPC.

 

To learn more about these and other investment options, please call Pete DuBose. He will be happy to meet with you, review your financial goals and assist with your plan today!

803-469-2626

 

The LPL Financial Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: South Carolina. 

 

Securities offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The Citizens Bank is not a registered broker-dealer and is not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured “The Citizens Bank” deposits and are not FDIC insured. These products are not obligations of The Citizens Bank and are not endorsed, recommended or guaranteed by The Citizens Bank or any government agency. The value of the investments may fluctuate, the return on the investment is not guaranteed, and a loss of principal is possible. For more information, go to www.sipc.com or www.finra.org.

Check the background of investment professionals associated with this site by clicking on this link: FINRA's BrokerCheck.