Investment Services
LPL Financial at Nantahala Bank and Trust Company
Carmen Smith Lance
LPL Financial Advisor
At Nantahala Financial Services, we are committed to helping 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--your family, your business, your financial goals and your investment needs.
Through our partnership with LPL Financial, our clients have access to an array of financial products, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. LPL 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.
Products & Services
- Stocks & Bonds
- Tax Advantaged Investments
- Mutual Funds
- Annuities
- Insurance Products
- Trust Accounts
- Individual Retirement Accounts
- Business Retirement Plans
- Retirement Planning
- Education Planning & 529 Plans
- Professional Asset Management
- Financial & Estate Planning
To learn more about these and other investment options, contact your local Nantahala Bank branch or our financial consultant Carmen Smith Lance at (828) 837-1402.
Financial Advisors are Registered Representatives with, and Securities and Insurance Products are offered through LPL Financial and its affiliates, Member FINRA/SIPC. Nantahala Bank and Nantahala Investment Services are not a registered broker/dealers nor are they affiliated with LPL Financial. LPL Branch Office located at 86 Hiwassee Street, Murphy, NC 28906. Investment Advisory Services offered through LPL Financial, a SEC Registered Investment Advisor. This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered 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.
Investment Services are:
| Not FDIC insured | No Bank Guarantee | May Lose Value |
| Not a Deposit | Not Insured by Any Federal Goverment Agency |