Investment Services

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Relationship with LPL Financial

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 Financial Services Toolbox available to you includes:

 

Personal Finances

  • IRA/ 401(k) Distribution Options
  • 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 My Brokerage Account

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:

  • Hopes and Dreams for the Future
  • Investment Expectations and Experience
  • Tolerance for Risk
  • Plans to Provide Security for Loved Ones

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.

Whatever your financial stage of life…whether you are working toward “accumulating or distributing wealth”…our financial professionals are here to help you.

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.

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Deluxe Corporation Link Disclaimer

As of July 1, 2015, United Bank is partnering with Deluxe Corporation for Personal & Business check orders. If this is the first time you have ordered checks since then, you need to contact your local branch or call 800.423.7026 to place your order. If you have ordered checks since July 1, 2015, please click continue to proceed.

If you choose to continue, you will be taken to Deluxe Corporation's website. The inclusion of this hyperlink does not imply any endorsement, investigation, verification or monitoring by United Bank of any information on this site. United Bank is not responsible for your use of the hyperlinked site.

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