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Investment and Advisory Services

Investment and Advisory Services

The goals of today’s investor are vast. Our team of professionals will help you explore your financial needs for today, dreams for the future and implement a sound investment plan.

The Wealth Management Group believes in building long-term, mutually profitable relationships by excelling in understanding the needs and expectations of our clients and delivering superior value. Through our broker/dealer LPL Financial, we offer full-service brokerage investments and fee-based advisory solutions. Our team is comprised of a dedicated group of professionals committed to the goals and values of our clients.

We are passionate about what we do and our success is measured by the success of our clients.

LPL Financial Advisors

Our financial advisors define needs-based advice as comprehensive retirement and investment planning.

Learn more about LPL Financial Advisors

LPL Account Portal

LPL provides an integrated platform of superior technology and investment advisory services.

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*Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance Products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured American National Bank of Texas deposits and are not FDIC insured. These products are not obligations of the American National Bank of Texas and are not endorsed, recommended or guaranteed by American National Bank of Texas or any government agency. The value of the investment may fluctuate, the return of the investment is not guaranteed, and loss of principal is possible.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, LA, MI, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OK, OR, RI, SC,TX, UT, VA, WA.

American National Bank of Texas and the Wealth Management Group are not registered broker/dealers and are not affiliated with LPL Financial.

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