The LPL Financial 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 - 2020, based on total revenue.
The LPL Financial 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 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.
Renee Hardy / Financial Consultant / 251-446-6042 / Renee.Hardy@lpl.com
Cassidy McBurnett / Financial Consultant / 251-446-6167 / Cassidy.McBurnett@lpl.com
Al Holley / Financial Consultant / 251-314-1510 / Al.Holley@lpl.com
Cody Hitchcock / Financial Consultant / 251-964-6220/ Cody.Hitchcock@lpl.com
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL or its licensed affiliates. United Bank is not registered as a broker-dealer. Registered representatives of LPL offer products and services using LPL Financial, and may also be employees of United Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, United Bank. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.