Investment
Services
Non-deposit products:
Are not FDIC insured;
Are not deposits;
May lose value.
Investment Services through LPL Financial
LPL Financial offers complimentary, no obligation financial reviews to Westamerica customers with licensed LPL Financial Advisors right in your local branch. Advisors can provide you with guidance based on your unique situation and can help you create a financial plan to help you reach your retirement goals.
LPL advisors will review your current financial plan and can offer the following financial services:
- Retirement planning and income strategies
- IRA, 401(k), 402(b), 457 plans and TSP options
- Life and long-term care insurance
To learn more about retirement planning, contact your local branch today to schedule a complimentary, no-obligation appointment.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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. Westamerica Bank is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LPL Financial, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Westamerica Bank. Securities and insurance offered through LPL or its affiliates are:
NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCY | NOT BANK GUARANTEED | NOT BANK DEPOSITS OR OBLIGATIONS | MAY LOSE VALUE |
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NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCY
NOT BANK GUARANTEED
NOT BANK DEPOSITS OR OBLIGATIONS
MAY LOSE VALUE
Westamerica Bank 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.
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.
Non-deposit products:
Are not FDIC insured;
Are not deposits;
May lose value.