The LPL Financial Services Team located at United Bank, through an alliance with LPL Financial (member FINRA /SIPC ), 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, as reported by Financial Planning magazine, June 1996 - 2018, based on total revenue.
The LPL Financial Services Team located at United Bank utilize a needs-based approach to financial consulting. By listening to you, our aim is to understand your goals and set a financial strategy to address your:
The LPL Financial Services Team located at United Bank is available to meet at a location near you to discuss your personal or business financial needs.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Max Osborn / Financial Consultant / 251-962-3306 (cell 256-710-1588) / Max.Osborn@lpl.com
Renee Hardy / Financial Consultant / 251-446-6042 / Renee.Hardy@lpl.com
Al Holley / Financial Consultant / 251-314-1510 / Al.Holley@lpl.com
Cody Hitchcock / Financial Consultant / 251-964-6220/ Cody.Hitchcock@lpl.com
Cassidy McBurnett / Sales Assistant / 251-446-6167 / Cassidy.McBurnett@lpl.com
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.
Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not a Bank Deposit
Not Guaranteed by any Government Agency
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, LA, TX, MI, MA, SC, and MS.