Is there a fee for setting up a meeting?
There is no cost to our customers to meet and discuss their financial goals and objectives. We offer a complimentary initial consultation as a service to our loyal customers and their referrals.
Do you offer other investments and financial strategies besides stocks?
Absolutely. It’s a very common misconception that a Financial Advisor only invests your money in securities that fluctuate in value and can lose money. We also offer our customers FDIC-Insured Brokered CD’s and other Fixed accounts, for example.
Is my investment account at Oconee State Bank?
Depending on what financial strategy we choose together, your money will be transferred to LPL Financial or another investment provider. We monitor your accounts here and give you access to them online for reference.
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. Oconee State Bank and Oconee State Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Oconee State Financial Services, and may also be employees of Oconee State Bank or Oconee State Financial Services. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Oconee State Bank. The Oconee State Financial Services 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: AL, AZ, CO, CT, FL, GA, IL, MS, NC, OK, SC, TX, VA, WA. Securities and insurance offered through LPL or its affiliates are: