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Investment Services

"Investment Services" has moved, please visit us at www.bankofcloviswm.com

Wealth Management at The Bank of Clovis and Mason Odom - Your Comprehensive Financial Team

Busy lifestyles and multiple priorities make comprehensive investing more challenging than ever. In today's complex and ever changing financial marketplace, it's important to take a team approach to conprehensive financial independence. You and Wealth Management at The Bank of Clovis can create a powerful team.

We strive to make investing simple with easy access to your accounts, a simple-to-understand statement and fast response to your inquiries.

With the experience of Wealth Management at The Bank of Clovis pursuing financial independence can be more than just a dream. We're ready to help you work towards turning your financial goals into a reality. Beginning an investment program is easy.

Your LPL Financial Advisor is prepared to assist you with a broad selection of products. For more information on how  Wealth Management at The Bank of Clovis can help you pursue your financial goals, please call Mason Odom today.

Products and Services

  • Life Insurance
  • Stocks
  • Bonds
  • Mutual Funds
  • Unit Investment Trusts
  • Fixed and Variable Annuities
  • Long-Term Care Insurance
  • Individual Retirement Accounts

Contact:

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Wealth Management at The Bank of Clovis

Located inside The Bank of Clovis Prince Office location, 300 N Main Street, Clovis, NM 88101. Phone: 575-763-6300 Fax: 575-763-6350.

Securities and advisory services are offered through LPL Fiancial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.  The Bank of Clovis and Wealth Management are not registered as broker-dealer or investment advisor.  Registered representatives of LPL offer products and services using Wealth Management, and may also be employees of The Bank of Clovis.  These products and services are being offered through LPL or its affiliate, which are separate entities from, and not affiliates of, The Bank of Clovis or Wealth Management.  Securities and insurance offered through LPL or its affiliates are:

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

Not Insured by Any Federal Government Agency

Not a Bank Deposit

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

Representatives of a Registered Broker-Dealer (“BD”) or Registered 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, that state; or (b) are excluded or exempted from that state’s registration requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.  No offers may be made or accepted from any
resident of any other state.
 
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External Link Disclaimer

You are now leaving The Bank of Clovis website. The Bank of Clovis (including its directors, shareholders, employees, and affiliates) is not liable or responsible for the content, information, security, or failure of any products or services promoted or advertised on this third party site. The Privacy and Security policies of the third party site may differ from those of The Bank of Clovis.

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