FalconVest Financial Services
Falcon International Bank Affiliation
FalconVest Financial Services was established in October 2002 through a third party brokerage affiliate agreement between Falcon International Bank, AC Financial and LPL Financial, one of the nation's leading independent sources for financial services and investment advice. This agreement was established to fill the growing demand for quality investments and financial planning services at Falcon International Bank.
Through our affiliation with Falcon International Bank, provide bank customers with independent advice; meaningful, timely information and research; and easy access to investment and financial services that address their needs.
FalconVest offers a holistic approach to wealth management, long-term growth strategies, portfolio design and professional asset management. We offer access to fee-based asset management, which allows us to share a common goal - to grow the value of your assets. Commission-based brokerage accounts are also available for investors preferring this manner of investing.
Falcon International Bank and Falcon Vest Financial Services are not registered broker/dealers and are not affiliated with LPL Financial. Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.The investment products sold through LPL Financial are not insured Falcon International Bank deposits and are not FDIC insured. These products are not obligations of Falcon International Bank and are not endorsed, recommended or guaranteed by Falcon International Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. OR Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.
- Not FDIC Insured
- Not Bank Guaranteed
- May Lose Value
- Not a Bank Deposit
- Not Insured by any Federal Government Agency