Wealth Management Team
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. Community Bank and Community Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Community Wealth Management, and may also be employees of Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Community Bank or Community Wealth Management. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, FL, GA, KY, LA, MS, MT, SC, TN, TX, UT, VA. Securities and insurance offered through LPL or its affiliates are:
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Community Bank 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 brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html
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