The primary purpose of FB&T Wealth Management is to provide access to investment advice, portfolio management and supervision as well as financial planning and consultation for its clients.
Portfolio assets will be held by a designated custodian LPL Financial. The custodian will send detailed account statements at least quarterly.
The Report may contain:
|Securities offered through LPL Financial, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates. FirstBank & Trust and FB&T Wealth Management are not regisitered broker/dealers and are not afiliated with LPL Financial. Investment Advisory Services offered through LPL Financial, a Registered Investment Advisor.|
|Not FDIC insured||May lose value||No Bank guarantee||Not a Deposit|
Not guaranteed by any Government Agency.
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
State Disclosure - The LPL Financial representative associated with this website may discuss and/or transact securities busineses only with residents of the following states: Alabama, California, Colorado, Florida, Kansas, Missouri, New Mexico, Oklahoma, and Texas.