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Investments

Need an advisor to help you navigate the world of investments and insurance? TCB can help!


Investments are a cornerstone of a sound financial plan. The Citizens Bank is committed to helping our customers achieve their financial goals. Let our knowledgeable investment advisor assist you in choosing the investments to suit your individual or family’s needs. At The Citizens Bank, you get access to high quality investment products with the comfort of still working with your local community banker.

Our advisor works through a partnership with LPL Financial to allow you to have access to not only a selection of products but an advisor to help you navigate the complex world of investing and insurance products. LPL Financial is a leading provider of investment and insurance programs to financial institutions across the country and is a registered broker/dealer and member FINRA / SIPC.

 

Available Products:

  • Mutual Funds
  • Stocks and Bonds
  • Annuities
  • Individual Retirement Accounts (IRAs)
  • Retirement Planning
  • Education Planning – 529 Plans
  • And more…

To learn more about these and other investment options, please call Pete DuBose. He will be happy to meet with you, review your financial goals and assist with your plan today!



Pete DuBose,  CRD#: 3160001
803-464-1564




 


Securities offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The Citizens Bank is not a registered broker-dealer and is not affiliated with LPL Financial. 

The investment products sold through LPL Financial are not insured “The Citizens Bank” deposits and are not FDIC insured.  These products are not obligations of The Citizens Bank and are not endorsed, recommended or guaranteed by The Citizens Bank or any government agency.  The value of the investments may fluctuate, the return on the investment is not guaranteed, and a loss of principal is possible. For more information, go to www.sipc.com or www.finra.org.

Check the background of investment professionals associated with this site by clicking on this link: FINRA's BrokerCheck.