Retail Investment Services
Bankers’ Financial Services Network’s (BFSN) mission is to be the best partner available to community banks in developing a competitive, profitable, and ethical retail investment services program.
BFSN was created to enable community banks the option of offering retail investment services to their customers. We have built an experienced, professional team that positions us as the premier solution for community banks who are serious about building a focused and productive retail investment services business based on sound financial planning principles.
BFSN has a brokerage affiliate arrangement with LPL Financial, the nation’s largest independent broker/dealer. **
Services
- Staff recruiting and compensation plan design
- Broker supervision and training
- Marketing and business plan creation
- Compliance, audit, registration, and licensing
- Sales Culture Training
- Platform Sales
- Complete back office support
- Creative Marketing Support
- Expert and unbiased consultation
** As reported in Financial Planning Magazine 1996-2008, based on total revenues
For additional information about Bankers’ Retail Investment Services, contact Steven LeCoultre or call 800-316-8565.
NOTE: All products and services represented on this page are not FDIC-insured, are not guaranteed by this financial institution, are not obligations of this financial institution, and involve risk including possible loss of principal.
Securities and Insurance Products offered through LPL Financial and its affiliates, Member FINRA/SIPC
Not FDIC Insured |
No Bank Guarantee |
May Lose Value |
Not a Deposit |
Not Insured by any Federal Government Agency |
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