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At Carolina Bank we are committed to helping our clients turn their aspirations
and financial dreams into realities. Our dedication is firmly rooted in our goal
to provide high-quality, comprehensive financial services in an atmosphere that
allows us to get to know you better – your family, your business, your financial
goals and your investment needs.
Through our partnership with LPL Financial, our clients have access to a wide array
of financial and wealth management strategies, including services such as professional
investment management, retirement and education planning, and investment products
including stocks, bonds, mutual funds, annuities and insurance products. LPL Financial
is a leading provider of investment and insurance programs to financial institutions
across the country, and is a registered broker/dealer and a FINRA member firm.
To learn more about these and other investment programs, contact your local Carolina
Bank branch or our LPL Financial consultant at (336) 851-3128 or (336) 851-3133.
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Products & Services
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Stocks & Bonds
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Individual Retirement Accounts
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Tax Advantaged Investments
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Business Retirement Plans
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Mutual Funds
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Retirement Planning
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Annuities
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Education Planning & 529 Plans
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Insurance Products
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Professional Asset Management
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Trust Services *
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Financial & Estate Planning
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* Trust services offered through Private Trust
Company, an affiliate of LPL Financial.
Securities, insurance products, and asset management services offered through LPL
Financial and its affiliates. A Registered Investment Advisor Member FINRA/SIPC
Additional information about non deposit products and regulation can be found at
www.finra.org or www.sipc.org.
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Not FDIC Insured • No Bank Guaranteed
May Lose Value • Not a Deposit
Not Insured by any Federal Government Agency
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Carolina Bank is not a registered broker/dealer and is not affiliated with LPL Financial.
This site is designed for U.S. residents only. The services offered within this
site are available exclusively through our U.S. Investment Representatives. LPL
Financials U.S. Investment Representatives may only conduct business with residents
of the states for which they are propertly registered. Please note that not all
of the investments and services mentioned are available in every state.
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