Investment Services

At Westex Investment Services, our team strives to provide investment advice tailored to the individual’s needs and personality. We believe that a diversified portfolio is the best way to achieve long term results and that investors should be educated about the types of investments available and how they are structured. We spend as much time as necessary to explain our recommendations and how we are compensated. We are dedicated to helping people navigate their financial journey with informed advice, exceptional service, and complete honesty.

 

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Find your local Investment Representative

Personal Investment Products:

  • Retirement Accounts
  • College Savings
  • Stocks
  • Bonds

Business Investments:

  • 401 (k)
  • Simple Plans
  • SEP
  • Deferred Compensation

Broker Check*

FINRA/SIPC : FINRA* – http://www.finra.org/    

SIPC* – http://www.sipc.org/

http://www.raymondjames.com/privacy_security/privacy_notice.html  

*This link will direct you to an external site.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, an independent broker/dealer, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Westex Investment Services and The Bank & Trust are independent of Raymond James.

Diversification and asset allocation does not assure a profit or protect against a loss. Investing involves risk. You can lose your principal. There is no assurance any strategy will be successful.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that no all of the investments and services mention are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.