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Investment Products


Access to a wide array of financial and wealth management solutions offered through LPL Financial.

Products and services for every type of investor


LPL Financial is a leading provider of investment and insurance programs to financial institutions across the country and is a registered broker/dealer and a FINRA member firm.

A couple meeting with an advisor. A couple meeting with an advisor.

Comprehensive brokerage services

  • Stocks and Bonds
  • Individual Retirement Accounts
  • Tax Advantaged Investments
  • Business Retirement Plans
  • Mutual Funds
  • Retirement Planning
  • Annuities
  • Education Planning and 529 Plans
  • Insurance Products
  • Professional Asset Management
  • Financial Planning

Financial and wealth management solutions offered through LPL Financial


Check the background of investment professionals associated with this site on FINRAโ€™sย BrokerCheck.

Weโ€™re on top of changing market and economic conditions


Market and economic conditions are often changing, but you can rest assured knowing that your Trustmark Financial Services team is constantly monitoring the financial markets and economic developments to help you make informed decisions.

Bull and bear statues on a stock chart. Bull and bear statues on a stock chart.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Trustmark Financial Services and Trustmark National Bank are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the name Trustmark Financial Services, and may also be employees of Trustmark National Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Trustmark Financial Services or Trustmark National Bank. Securities and insurance offered through LPL or its affiliates are:


Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

Trustmark National Bank provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay Trustmark National Bank for these referrals. This creates an incentive for Trustmark National Bank to make these referrals, resulting in a conflict of interest. Trustmark National Bank is not a current client of LPL for brokerage or advisory services. For more information, visit


LPL Financial Form CRS


The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.