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LPL Financial

Through our relationship with LPL Financial, traditional and non-traditional investment products are available through financial representatives Roger Carlon and John Roberts.

Whether you are planning for retirement or for your family's future, LPL Financial provides the resources and guidance to help you achieve your financial goals.

Securities offered through LPL Financial, member FINRA/SIPC, is not an affiliate of Security National Bank. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Security National Bank deposits and are not FDIC insured. These products are not obligations of Security National Bank and are not endorsed, recommended or guaranteed by Security National Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

LPL FINANCIAL WEBSITE

Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

  1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent
    1. satisfy the qualification requirements of, and are approved to do business by, the state; or
    2. are excluded or exempted from the state's licensure requirements.
  2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve
    1. effecting, or attempting to effect, transactions in securities; or
    2. rendering personalized investment advice for compensation.

LPL FINANCIAL PRIVACY POLICY


Disclaimer

Investment and Insurance Products:

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

 

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