Our team brings diversity to solutions and values, collaborating with you and other professionals to meet your financial goals. Our work goes beyond investments-weโre here to protect, advise and empower you. Together, we can create a personalized strategy around your full financial picture, focusing on what matters to you. Use our easy online scheduler to set up a time to talk:
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.com/investmentservicecenter. 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. Flatwater Bank and Investment Service Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Service Center, and may also be employees of Flatwater Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Flatwater Bank or Investment Service Center, 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
Your 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. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.