Investment Services

Whatever your stage in life, we can work with you to deliver personalized strategies from experienced financial consultants. Through a relationship with LPL Financial, investment services are available to all HomeTrust Bank customers.

As the nation’s largest independent broker/dealer*, LPL Financial does not offer any proprietary products, so your advisor can offer truly objective advice to help you pursue your financial goals.

Customers will have access to a broad range of investment options and services including:

  • Custom Financial Plans
  • IRAs
  • Insurance Services
  • Mutual Funds, Stocks, Bonds and Annuities
  • REITs
  • 529 Plans
  • Investment Planning
  • Advisory Services
  • Online account access

Whether it’s brokerage, insurance, or commercial strategies you seek, there is a product, program, or service to help meet your investment needs. To schedule a complimentary, no obligation appointment, please stop by one of our branches or contact a financial consultant.

dennis-markMark Dennis
Wealth Advisor
Serving Tennessee and Virginia
Email Mark
Needham, TexieTexie Needham
Financial Consultant
Serving Reidsville, Eden, and Lexington in North Carolina
Email Texie

whetsel-mary ruthMary Ruth Whetsel
Financial Consultant
Serving Morristown in Tennessee
Email Mary Ruth

talent-joshJosh Tallent
Wealth Advisor
Serving Charlotte and Western North Carolina, and Greenville, South Carolina
Email Josh
peek-richardRichard Peek
Financial Consultant
Email Richard
*As reported by Financial Planning magazine, June 1996-2013, based on total revenue.

For more information on working with LPL Financial Consultants, please visit the LPL Financial website.

Account View Brochure
Account View Sign Up Instructions

To sign up to view and your account online, click here.

Securities, advisory services and insurance products are not offered by HomeTrust Bank, HomeTrust Investments Services, or any of their affiliates. HomeTrust Investment Services is a trade name of HomeTrust Bank. Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. LPL and HomeTrust Bank are not affiliates and are independent entities.

Investment and Insurance Products Are: