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Investment Portfolio Analysis

The prospect of building wealth through successful investing has never held more appeal.  But, like any market with increased demand, supply has also increased.  Investors have never been faced with more choices.  As an LPL Financial Advisor Representative, Alan Webb and the Quail Creek Investment Center can help define your long-term investment objectives and build a personalized investment portfolio designed to achieve them.  Contace Alan Webb for more information.

 

Click here to learn about Asset Allocation.

 

Securities and Investment Advisory Services are offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC.  Qual Creek Bank and Quail Creek Investment Center are not Registered Broker/Dealers and are independent entities from LPL Financial.  Trust Services offered through Private Trust Company, N.A., an affiliate of LPL Financial.

 Alan Webb is registered for Securites in the following states: Arkansas, Arizona, Florida, Illinois, North Carolina, New Mexico, New York, Oklahoma, and Texas.  

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not A Deposit

Not Insured by any Federal Government Agency 

 

 

 

 

FINRA.org    SIPC.org

Clicking on a link will generate a new window with the vendors website. This institution does not guarantee or endorse the products, the security, or privacy practices on linked sites, nor is the institution responsible for the accuracy of data on linked sites. By clicking on a link you are aware that the new window is not a website that is associated with Quail Creek Bank.

Tax-Advantaged Investing

Whether you are looking for institutional portfolio management services, passive investing through the use of indexed mutual funds or a diversified account that includes mutual funds, stocks, and bonds, the professionals at Quail Creek Investment Center can help reduce your exposure to taxes. 

In most cases, a few simple planning steps can save you and your family from the costly burden of estate tax problems. Contact Alan Webb for more information.

 

Click here for learn more about Mutual Funds.

 

Securities and Investment Advisory Services are offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC.  Quail Creek Bank and Quail Creek Investment Center are not Registered Broker/Dealers and are independent entities from LPL Financial.  Trust Services offered through Private Trust Company, N.A., an affiliate of LPL Financial.

Alan Webb is registered for Securites in the following states: Arkansas, Arizona, Florida, Illinois, North Carolina, New Mexico, New York, Oklahoma, and Texas.  

Not FDIC Insured

No Bank Guarantee

May Lose Value

Not A Deposit

Not Insured by any Federal Government Agency

 

 

 

 

FINRA.org    SIPC.org

Clicking on a link will generate a new window with the vendors website. This institution does not guarantee or endorse the products, the security, or privacy practices on linked sites, nor is the institution responsible for the accuracy of data on linked sites. By clicking on a link you are aware that the new window is not a website that is associated with Quail Creek Bank.

 

 

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Call Us: (405)755-1000



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