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Peoples Security Wealth Advisors

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Peoples Security Bank and Trust Company and Peoples Security Wealth Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Peoples Security Wealth Advisors, and may also be employees of Peoples Security Bank and Trust Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Peoples Security Bank and Trust Company or Peoples Security Wealth Advisors.

Not Insured by FDIC or Any
Other Governmental Agency

Not Bank
Guaranteed

Not Bank Deposit
or Obligations

May Lose
Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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