Family enjoying the outdoors in the fall

STRATEGIES FOR
EVERY STAGE OF LIFE

Investment Services

Whatever your stage in life, we can work with you to deliver personalized strategies from experienced financial consultants. Through a relationship with LPL Financial, investment services are available to all HomeTrust Bank customers.

As the nation’s largest independent broker/dealer*, LPL Financial does not offer any proprietary products, so your advisor can offer truly objective advice to help you pursue your financial goals.

Customers will have access to a broad range of investment options and services including:

  • Custom Financial Plans
  • IRAs
  • Insurance Services
  • Mutual Funds, Stocks, Bonds and Annuities
  • REITs
  • 529 Plans
  • Investment Planning
  • Advisory Services
  • Online account access

Whether it’s brokerage, insurance, or commercial strategies you seek, there is a product, program, or service to help meet your investment needs. To schedule a complimentary, no obligation appointment, please stop by one of our branches or contact a financial consultant.

Scott FosterScott Foster
Wealth Advisor
Serving Cherryville, Columbus, East Asheville, Forest City, Hendersonville, Shelby, and Tryon, North Carolina
Email Scott
Jeff KnightJeff Knight
Wealth Advisor
Serving Greenville, South Carolina
Email Jeff
Texie NeedhamTexie Needham
Financial Consultant
Serving Reidsville, Eden, and Lexington, North Carolina
Email Texie
Josh TalentJosh Tallent
Wealth Advisor
Serving Charlotte and Western North Carolina
Email Josh
Mary Ruth WhetselMary Ruth Whetsel
Financial Consultant
Serving Morristown, Tennessee
Email Mary Ruth

 

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For more information on working with LPL Financial Consultants, please visit the LPL Financial website.

Account View Brochure
Account View Sign Up Instructions

To sign up to view and your account online, click here.

Securities, advisory services and insurance products are not offered by HomeTrust Bank, HomeTrust Investments Services, or any of their affiliates. HomeTrust Investment Services is a trade name of HomeTrust Bank. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. HomeTrust Investment Services and HomeTrust Bank are not registered broker/dealers and are not affiliated with LPL Financial.

Investment and Insurance Products Are:

Not FDIC insured, not bank guaranteed, may lose value, not insured by any Federal Government Agency, not a bank deposit.

 

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities
business with residents of the following states:North Carolina, South Carolina, Tennessee, and Virginia.