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Investments & Brokerage

Security State Wealth ManagementAt Security State Wealth Management 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 UVEST Financial Services, our clients have access to a wide array of financial and wealth management solutions, including services such as professional money management, retirement and education planning, and Investment products including stocks, bonds, mutual funds, annuities and insurance products.  UVEST is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/ dealer and an FINRA member firm.
 
To learn more about these and other investment solutions, contact your local Security State Bank branch or one of our Financial Advisors at (806) 785-8500.

Products & Services

Financial Advisors

  • Annuities

  • Mutual Funds

  • Stocks & Bonds

  • Individual Retirement Accounts

  • Insurance Products

  • Tax Advantaged Investments

  • Retirement Planning

  • Business Retirement Plans

  • Education Planning & 529 Plans

  • Professional Asset Management

  • Financial Planning

Kevin Rule
7801 Quaker Ave
Lubbock, TX 79424
 
Lois Shields
7801 Quaker Ave.
Lubbock, TX 79424
 
Matt Stroud
7801 Quaker Ave
Lubbock, TX 79424

TO VIEW YOUR BROKERAGE ACCOUNT ONLINE, CLICK HERE.

FOR DISCOUNT BROKERAGE ACCOUNT ONLINE, CLICK HERE.


Securities and Insurance Products are offered by UVEST Financial Services and its affiliates, Member FINRA, SIPC. UVEST and Security State Wealth Management are independent entities.

Not FDIC Insured  -  Not Bank Guaranteed  -  May Lose Value
Not Guaranteed by any Government Agency  -  Not a Bank Deposit

This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. registered representatives. UVEST Financial Services 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.

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