Meet Our Team
Let us help you create a financial program to start saving and make your dreams come true.
Through our relationship with LPL Financial, the representatives at BCT Investments offer comprehensive solutions to help you pursue your financial goals.
Full Service Brokerage Services
We help you evaluate your financial goals and assess risk and reward. BCT's experienced and local financial advisors will provide investment guidance and advice for:
- Stocks
- Bonds
- Mutual Funds
- Annuities
- Insurance
Retirement Planning
We provide planning assistance whether you are just getting started, ready to retire, or currently retired.
- Retirement plan rollovers
- 401(k) Plan / 403(b) Plan
- Individual Retirement Accounts (IRAs)
- SEP IRAs
- Simple IRAs
- Traditional IRAs
- Roth IRAs
- Annuities
Insurance Planning
Our knowledgeable and local advisers will help you select the appropriate insurance for your personal, family, or business needs.
- Whole life Insurance
- Variable life Insurance
- Universal life Insurance
We also offer:
- Asset Allocation
- Asset Management
- College Planning
- Estate Planning
Check the background of these investment professionals on FINRA’s BrokerCheck.
Bank of Charles Town provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. BCT-Bank of Charles Town and BCT Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BCT Investments, and may also be employees of BCT-Bank of Charles Town. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, BCT-Bank of Charles Town or BCT Investments. Securities and insurance offered through LPL or its affiliates are:
Securities and insurance offered through LPL or its affiliates are:
Meet Our Team