Investments

Surrey Investment Services, a subsidiary of Surrey Bank & Trust

 

About Us

Surrey Investment Services, Inc., a wholly-owned subsidiary of Surrey Bank & Trust, has an alliance with LPL Financial, a registered broker-dealer and a FINRA and SIPC member firm, to provide you with access to a comprehensive selection of investment products, including stocks, bonds, mutual funds and annuities.

As a trained financial consultant, John Moore works with individuals, families, business owners, and corporations to help them pursue their financial goals. John, who has been with Surrey Investment Services since 2003, has more than 10 years of experience in the financial services industry. He is a registered financial consultant with LPL Financial and holds both North Carolina and Virginia Life and Health Insurance licenses. 

John is always happy to talk with you about your investment needs and answer any questions you might have. For a free, no obligation consultation, call John at (336) 783-3938 or email j.moore@lpl.com

Products & Services

Through our alliance with LPL Financial, Surrey Investment Services offers a comprehensive package of services and investment products, including:

Annuities
Asset Allocation Strategies
College Savings
Investment Planning
Fixed Income
Insurance
IRAs
Mutual Funds
REITS
Retirement Planning

 

John will work with you to help you choose a suitable mix of products and services to help you address your financial goals.

Surrey Investment Services also offers a complete selection of products and services designed specifically for businesses and their owners, including retirement plans, key man insurance and much more.

For more information, please call John at (336) 783-3938 or email j.moore@lpl.com

Online Services

Surrey Investment Services and LPL Financial allow you to access your account information online, 24 hours a day, 7 days a week.

 

 

Contact Us

John Moore
145 North Renfro Street
Mount Airy, NC 27030
336-783-3938
j.moore@lpl.com

If you need immediate assistance with a stock transaction and John is not available, please call:

800-558-7567

 

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Surrey Bank & Trust and Surrey Investment Services are not registered  broker/dealers, and are not affiliated with LPL Financial.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Guaranteed by any Government Agency Not a Bank Deposit

 

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: NC, VA, TN, FL, CT, GA, and MO.