Financial Services at Cross Keys Investment Services
At Cross Keys Investment 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 a wide 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 Financial is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and a FINRA member firm.
Products & Services
- Stocks & Bonds
- Individual Retirement Accounts
- Tax Advantaged Investments
- Business Retirement Plans
- Mutual Funds
- Retirement Planning
- Education Planning & 529 Plans
- Insurance Products
- Professional Asset Management
- Trust Services
- Financial & Estate Planning
To learn more about these and other investment tools, contact your local Cross Keys Bank branch or our financial consultant Mauri Turner at (318) 361-3136. Or visit his website at www.lpl.com/mauri.turner
Securities and insurance products are offered through LPL Financial and its affiliates, member FINRA/SIPC. Cross Keys Bank and Cross Keys Investment Services are not registered broker/dealers nor affiliated with LPL Financial.
This site is designed for U.S. residents only. The services within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment 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 in every state.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: LA, MS