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Investment Services

Relationship with LPL Financial

Through an alliance with LPL Financial (member FINRA/SIPC,) the financial services team located at United Bank has access to the financial tools and products needed to build your personalized portfolio. LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation.

The Financial Services Toolbox available to you includes:

Personal Finances

  • IRA/ 401(k) Rollovers
  • Mutual Funds, Stocks and Bonds
  • Insurance- Life, Long Term Care, Disability
  • Annuities
  • College Investment Plans
  • Alternative Investments

Business Finances

  • Qualified Retirement Plans-401(k), SIMPLE or SEP IRA
  • Group Insurance Benefits- Life/ Disability
  • Key Man Insurance/Buy-Sell Agreements
View your brokerage account

Financial consultants located at United Bank utilize a needs-based approach to financial consulting. By listening to you, we aim to understand your goals and set a financial strategy to help you meet your-

  • hopes and dreams for the future
  • investment expectations and experience
  • tolerance for risk

The financial services team located at United Bank is available to meet at a branch near you to discuss your personal or business financial needs. Whatever your financial stage of life… whether you are working to "accumulate" wealth or "distribute" it… our financial professionals can help you.

The financial services team located at United Bank can be reached by calling the United Bank main telephone number 251.446.6000 (toll-free 1.800.423.7026) or by calling a team member directly.

Max Osborn
Financial Consultant
251.962.3306 (cell 256.710.1588)
  Renee Hardy
Financial Consultant
251.446.6042
     
     

 




Securities offered through LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. United Bank is not a registered broker/dealer and is not affiliated with LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CO, FL.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not a Bank Deposit Not Guaranteed by any Government Agency

 

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