Wealth Management at Lumbee Guaranty BankWealth Management at Lumbee Guaranty Bank offers a variety of investment services to help customers achieve their financial goals and objectives. To start planning for your financial future, visit or call your local Lumbee Guaranty Bank branch to schedule a consultation with an investment representative.

Planning is critical to achieve your financial goals and having a trusted representative is essential. At Lumbee Guaranty Bank, our investment team can provide guidance tailored to your individual circumstances and help navigate complex financial decisions to achieve your financial objectives.

Please contact us to begin the conversation and learn more about investment options to reach your financial goals.

 

  Stuart Augustine, AIF®, CMFC ®                                         Patricia Stump             
Senior Wealth Advisor                                                 Senior Associate
stuart.augustine@lpl.com                                           pat.stump@lpl.com
910-516-5015

 

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LPL Financial Form CRS

Lumbee Guaranty 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.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

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. Lumbee Guaranty Bank and Lumbee Guaranty Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Lumbee Guaranty Financial Services. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Lumbee Guaranty Bank. The Lumbee Guaranty Bank 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 registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC. 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