LPL Financial Located at Fidelity Bank

We Are Committed to Your Investment Needs

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.

Brandon Walls
LPL Financial Consultant

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Brandon Walls headshot

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.

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Check the background of investment professionals associated with the site on FINRA’s BrokerCheck.

Disclosures
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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:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value
Green Beagle Lodge

Fidelity Bank has been a treasured business partner in the expansion of the Green Beagle Lodge companies.  We have enjoyed working with them as we’ve built and opened our newest location.

- Tammy Purner & Margy Schmidt
Ascend Eye Center

Fidelity Bank was instrumental in helping us navigate the successful launch of our business. I would highly recommend Fidelity Bank for the banking needs of our community.

- Jiaxi Ding, MD
Redstone Materials

Fidelity Bank’s extensive range of services and unwavering support have provided us with a solid foundation, stability, and confidence in executing our projects.

- Reuben & Russ Radik
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Carolina Lakes Family Dental

Banking with Fidelity Bank helps my business because when I’m dealing with Fidelity I know who I am dealing with.

- Dr. Laurence Mester Jr.
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Elmo’s Clothing

They’re local. Fidelity Bank is a hometown bank and gives great service. They’re personal and help with all our needs.

- Barney Fish
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Once in a Blue Moon Bakery

I would recommend Fidelity Bank because you really get the impression that they want your business to succeed.

- Joe Jones