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Investments & Brokerage Services
At 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 relationship with LPL Financial, 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. LPL Financial 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 consultants at (806) 785-8500.
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Products & Services |
Financial Consultants |
Annuities
Mutual Funds
Stocks & Bonds
Individual Retirement Accounts
Insurance Products
Tax Advantaged Investments
Retirement Planning
Business Retirement Plans
Education Planning & 529 Plans
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Don Richardson
7801 Quaker Ave.
Lubbock, TX 79424
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Securities offered through LPL Financial, member FINRA, SIPC.
Insurance products offered through LPL Financial or its licensed affiliates.
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Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value |
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Not Insured by any Federal 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. 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. Security State Bank and Security State Wealth
Management are not registered broker/dealers and are not affiliated with LPL
Financial.
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