The 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.
The 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 Financial Services Team located at United Bank is available to meet at a location near you to discuss your personal or business financial needs.
Contact the Financial Services Team at United Bank by calling 251-446-6000 (toll free 1-800-423-7026) or by calling a team member directly.
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
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, LA, TX and MI.
Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not a Bank Deposit
Not Guaranteed by any Government Agency