Investment Products

Appropriately licensed advisors can offer competitive investment products and platforms, including mutual funds and other securities, as well as investment advisory services, through LPL Financial.
Mutual Funds - These professionally-managed investment portfolios can provide a diversified investment solution. We have access to a wide range of mutual funds to help you pursue your financial objectives.
529 College Savings Plans - 529 College Savings Plans are state-operated investment plans that help families with a federally tax-free way to save money for college.
Brokerage Accounts - LPL Financial, our broker dealer, gives you access to a wide array of securities investing—stocks, bonds, mutual funds, exchange-traded funds, options, etc.—within one convenient brokerage account.
Advisory Accounts are also available. With these accounts, you pay fees for advice and services rather than commissions for trades. Depending on the account you choose, an Investment Adviser Representative or one of our third party money management firms may manage your investments.
Call  727-345-4200 for more information about investment accounts.


Investing in mutual funds involves risk, including possible loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.


Prior to investing in a 529 Plan investors should consider whether the investor's or designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing.