Avidia Investment Services
We created Avidia Investment Services to help people plan for their financial futures. You can be a seasoned investor or just starting to build your portfolio. Our representatives comprehensive advice and range of products can fit just about anyone’s goals, timelines and risk tolerance.
Investment products and services
Our representatives work with LPL Financial to give you access to a broad range of financial products and services. Some popular choices include:
- Financial and estate planning
- Stocks and bonds
- Individual retirement accounts
- Tax advantaged investments
- Business retirement plans
- Mutual funds
- Retirement planning
- Education planning and 529 plans
- Insurance products
- Professional asset management
- Trust services The Private Trust Company N.A., an affiliate of LPL Financial
To learn more about these investment tools as well as other options, get in touch with one of our LPL Financial Advisors.
Senior VP, Investment Services
LPL Financial Advisor
CFP®, AIF®, MBA
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Interagency Statement on Retail Sale of NonDeposit Investment Products:
-are not insured by the FDIC
-are not deposits or other obligations of the institution and are not guaranteed by the institution; and,
-are subject to investment risks, including possible loss of principal invested.