Meet our Wealth Advisors

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. California Bank & Trust, a division of Zions Bancorporation, N.A., and California Bank & Trust Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name California Bank & Trust Wealth Advisors, and may also be employees of California Bank & Trust, a division of Zions Bancorporation, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of California Bank & Trust, a division of Zions Bancorporation, N.A. or California Bank & Trust Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency	Not Bank Guaranteed	May Lose Value
	Not Bank Deposits or Obligations

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NV, CA, ID, IL, MN, NM, OR, UT, WA, AZ, FL, HI, CO, GA, WI, WY, KS

Your Bank (“Financial Institution”) 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.