BROKERAGE SERVICES
LexInvest Wealth Advisors is able to offer all the elements of a full-service brokerage firm. We consider a wide range of investment vehicles and make recommendations in the best interest for our clients. We are proud that we are not beholden to a bank, large brokerage firm or insurance company to sell their products
LexInvest Wealth Advisors is a branch office of, and securities are offered through, Sunbelt Securities, Inc., Member FINRA & SIPC. All accounts are custodied through Fidelity Clearing & Custody Solutions, who provides clearing, custody and other brokerage services to Sunbelt Securities through National Financial Services, LLC
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Product Offering
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Stocks
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Corporate Bonds
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Government Bonds
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Municipal Bonds
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Money Market Accounts
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Options
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Mutual Funds
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Annuities
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Certificates of Deposit
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Education Savings Accounts
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Individual Retirement Accounts
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401 (k) Employee Plans
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403 (b) Retirement Planning
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Keoghs
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Key Man Insurance
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Life Insurance
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Long - Term Care Insurance
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Managed Account Solutions
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Alternative Investments
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Private Investments