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

 

Product Offering

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  • Stocks

  • Corporate Bonds

  • Government Bonds

  • Municipal Bonds

  • Money Market Accounts

  • Options

  • Mutual Funds

  • Annuities

  • Certificates of Deposit

  • Education Savings Accounts

  • Individual Retirement Accounts

  • 401 (k) Employee Plans

  • 403 (b) Retirement Planning

  • Keoghs

  • Key Man Insurance

  • Life Insurance

  • Long - Term Care Insurance

  • Managed Account Solutions

  • Alternative Investments

  • Private Investments

  • Wealth Management

LexInvest Wealth Advisors  |  2365 Harrodsburg Road, Suite B100  Lexington, KY 40504  |  www.lexinvest.com  |  (859) 479 - 3160

Securities and investment advisory offered through Sunbelt Securities, Inc. Member of FINRA, SECMSRB and SIPC  Above is intended for informational purposes only, it is not a solicitation to sell/offer or to buy, is obtained from sources believed to be reliable, and accuracy and completeness is not guaranteed. Sunbelt Securities, Inc. is not responsible for the marketability/price performance of any mentioned securities. Opinions expressed are the author's and subject to change without notice. Prices and availability are subject to change. Sunbelt Securities, Inc. does not provide tax or legal advice. Please consult your tax or legal professional for such services.  Please call 713-965-9510 with any questions.

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