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 The custodian will send detailed account statements at least quarterly.
The Report may contain:
|Securities, advisory services and insurance products offered through LPL Financial Services and it's affiliates. Member FINRA / SIPC and a SEC registered investment advisor.|
|Not FDIC insured||May lose value||No Bank guarantee||Not a Deposit|
Not guaranteed by any Government Agency.
This site is designed for U.S. residents only. The services offered within this side are available exclusively though our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.