Investments

Investment Services

At LPL Financial at Gulf Coast Bank, our objective is to help our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better. With the experience of an in-house financial representative and the convenience of a full-service investment firm at your command, pursuing financial independence may become a reality.

Through our relationship with LPL Financial, our clients have access to an array of financial products. LPL Financial is the nation's leading provider of third-party investment services to financial institutions, offering insurance and investment services to approximately 700 banks and credit unions nationwide.*

There are different investments for different needs. LPL seeks to address your needs with suitable options from a wide range of providers of:

Mutual funds
Comprehensive asset management accounts
Variable and fixed annuities
Individual stocks and bonds
Estate, college, business, tax and retirement planning
IRAs
Alternative and tax free investments
Life insurance
Disability income insurance
401 (k) Rollover Services
Employer sponsored Retirement Plans (401K, SIMPLE, IRA, SEP, 403b)

Contact us today for more information or to schedule a consultation and free portfolio review. Together, we can create a portfolio that you can be sure has your best interests in mind.

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

Meet Our Advisor

Securities and advisory services offered through LPL Financial, a registered Investment Advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Gulf Coast Bank is not a registered broker/dealer and not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured Gulf Coast Bank deposits and are not FDIC insured. These products are not obligations of the Gulf Coast Bank and are not endorsed, recommended or guaranteed by Gulf Coast Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and the loss of principal is possible.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: LA, TX, MS.

*Source: 2016/2017 Kehrer Bielan TPM Survey. Based on Financial Institution Market Share.