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 firstname.lastname@example.org
Products & Services
Through our alliance with LPL Financial, Surrey Investment Services offers a comprehensive package of services and investment products, including:
Asset Allocation Strategies
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 email@example.com
Surrey Investment Services and LPL Financial allow you to access your account information online, 24 hours a day, 7 days a week.
145 North Renfro Street
Mount Airy, NC 27030
If you need immediate assistance with a stock transaction and John is not available, please call:
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.