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At LBFG, our broker / dealer association is with INVEST Financial Corporation.

INVEST is a full-service broker/dealer, registered with FINRA, SIPC, SEC as a Registered Investment Advisor and its insurance affiliates are registered with state insurance agencies in all 50 states. INVEST was founded in 1982, and as of December 31, 2008, they had over $17 billion in assets managed by over 1,200 advisers registered with INVEST. Invest is located in Tampa, Florida and employ over 140 staff and support members.

Together our role is to provide the best resources available to help you serve your clients. We are committed to providing advanced strategies, products, and support to drive your business forward.

 


What Makes Invest Different?


The strength behind INVEST is their strategy of developing innovative solutions that allow you to concentrate on what's really important: helping your clients reach their financial goals.

INVEST Representatives have access to cutting-edge products and services that help them build and protect wealth now and into the future, including:

 

A comprehensive line of investment products including stocks and bonds, mutual funds, fixed and variable annuities, and other insurance products.

On-line capabilities to transact your business promptly and accurately any time - 24 hours a day, 7 days a week.

Ongoing training and seminars to stay on top of trends and give you better service.

 



The Difference
Service
Marketing
Compliance
Education



Contact:

Jason Hunt
Co-OSJ Branch Mngr, LBFG
Compliance Officer, LBFG
Associated Person, INVEST
(800) 965 5234 x457


Michele Allen
Rep Services, LBFG
Associated Person, INVEST
(800) 965 5234 x437


 

 

 

Securities, advisory services and insurance products through INVEST Financial Corporation (INVEST), member FINRA/SIPC, a registered investment advisor and affiliated insurance agencies. INVEST is not affiliated with Life Brokerage Financial Group.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herin or any information contained in any link provided herin.

INVEST Financial Corporation's Privacy Policy

Important consumer information: This site is for information purposes only and is not intended to be a solicitation or offering of any security and;
1) Representatives of a broker-dealer (BD) or investment advisor (IA) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2) Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquires that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.