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Quail Creek Investment Center

Conveniently located inside Quail Creek Bank is the Quail Creek Investment Center. Experienced investment advice is offered by Alan Webb, a Certified Estate Planner, Chartered Mutual Fund Counselor, Certified Retirement Counselor and an LPL Investment Advisor Representative. He is also a Senior Vice President of Quail Creek Bank.

A Registered Representative of LPL Financial the nation's largest independent securities brokerage firm, Alan currently manages more than 200 million dollars for over 500 prominent Oklahomans. (Based on total revenues, as reported in Financial Plus magazine, June 1996-2011.) LPL Financial seeks to fulfill your needs with suitable options from a wide range of the nation's top providers of:

  • Mutual funds
  • Comprehensive asset management accounts
  • Variable and fixed annuities
  • Individual stocks and bonds
  • Estate, college, business, tax, and retirement planning
  • Domestic and foreign securities
  • Alternative investments
  • Insurance
  • Trust Services**

Total wealth management and a conservative approach to investing in today's volatile market have created national recognition for Alan, ranking him 6th out of all Financial PLanning Companies in the nation (Journal Record, June 2012.)  Since 2005, Alan has been a member of the "International, Independent Million-Dollar Round Table's Top of the Table." Top of the Table is the highest level of MDRT membership, and Alan has repeatedly been recognized as one of only five designees to achieve this status in the state of Oklahoma. Under Alan's leadership, Quail Creek Investment Center is consistently ranked among the Top 10 Community Bank Investment Programs in the nation (Independent Community Bankers of America's "Independent Banker" magazine, 2011.)

Click here to learn more. 

**LPL Financial representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial.

 

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.

LPL Financial

LPL Financial is a leading source of objective advice for accumulating and managing personal wealth. LPL Financial was formed in 1989 through the merger of two small but successful brokerage firms, Linsco (established in 1968) and Private Ledger (founded in 1973), and is the number-one independent broker/dealer in the country.* LPL Financial seeks to fulfill your needs with suitable options from a wide range of the nation's top providers of:

  • Mutual funds
  • Comprehensive asset management accounts
  • Variable and fixed annuities
  • Individual stocks and bonds
  • Estate, college, business, tax, and retirement planning
  • Domestic and foreign securities
  • Alternative investments
  • Insurance
  • Trust Services**

*As reported by Financial Planning magazine, June 1996-2012, based on total revenue.

**LPL Financial representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial.

 

 

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.orgSIPC.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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