Plan For Your Future
How Can We Help?
Pursuit of Financial Freedom Starts Here
Your financial goals change throughout your lifetime and you need an investment strategy that helps keep you on track. Fidelity Bank has developed a relationship with LPL Financial, a registered broker-dealer and investment advisor, to help you plan your financial future. LPL Financial consultants are uniquely positioned to offer you thoughtful, objective guidance and access to a full range of financial solutions.
We Are Committed to Your Investment Needs
Our LPL Financial consultants are here to help you create a personalized financial strategy to support you through every life stage. Whether you’re planning for retirement or funding your child’s education, they will work with you to build a comprehensive plan that supports your objectives; and then monitor it regularly to help you stay on track. Managing your finances is easier with a professional by your side.
About LPL Financial
LPL Financial is one of the nation’s leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Fidelity Bank is not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name LPL Financial located at Fidelity Bank, and may also be employees of Fidelity Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Fidelity Bank.
The LPL Financial located at Fidelity Bank, site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, GA, HI, IA, KS, KY, MD, ME, MS, NC, NH, NJ, NY, OK, PA, SC, TN, TX, and VA.
Securities and insurance offered through LPL or its affiliates are:
Fidelity Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.