Brokerage Services

Our Brokerage Services are managed within the the Department of HPB Financial Services, A Division of Hickory Point Bank & Trust.  Lee Morthland, Vice President at HPB Financial Services and Branch Manager at RJFS, can offer several investment opportunities through Raymond James Financial Services to help meet your financial goals. Contact us today to learn more.

Retirement Planning

  • IRA, 401k Rollovers
  • Asset Management
  • Corporate Finance
  • Bonds

Cash Management

  • Tax Planning
  • Stocks
  • Mutual Funds
  • Insurance/Annuities/Long-Term Care

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, are:

  • Not Deposits
  • Not insured by FDIC or any other governmental agency
  • Not guaranteed by the financial institution
  • Subject to risk, may lose value
  • Not insured by bank insurance

HPB Financial Services and Hickory Point Bank are independent of Raymond James Financial Services, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.”. Raymond James corporate Privacy Notice may be found at http://www.raymondjames.com/privacy_security/privacy_notice.htm


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Click here to visit FINRA’s BrokerCheck