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Investment Services

Investment Services

As your trusted investment partner, we can customize an investment approach that fits your lifestyle and changes as your needs do.

Pegasus Bank offers access to investment services through its alliance with LPL Financial. The LPL Registered Financial Consultants at Pegasus Bank can offer a wide range of products including stocks, treasury securities and mutual funds.

Securities offered through LPL Financial, Member FINRA and SIPC. Insurance products are offered through LPL Financial or its licensed affiliates.  LPL Financial and Pegasus Bank are independent entities.

Not FDIC insured Not bank guaranteed May lose value
Not Insured by any federal government agency Not a bank deposit

Financial Consultants are registered to conduct business in the state of Texas.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

 

Sweep Agreement