coworkers talking

Investments

CBTC Investments Logo

 

Building a better future is a team effort

Everyone has financial goals. Whether they involve building wealth, planning for retirement, or leaving a lasting legacy, they're among your highest priorities. That makes them a high priority for us, too. At CBTC Investments, we provide our customers with convenient access to the services of LPL Financial. Our financial professionals are dedicated to building long-term relationships and providing the insights and guidance you need to address your financial future.

  • Advisory Asset Management
  • Wealth Management
  • Retirement Planning
  • College Funding
  • Mutual Funds
  • Annuities
  • Stocks and bonds
  • Estate Planning
  • Long Term Care
  • Life Insurance

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
  • The first step is taking a look at your overall financial picture. This portfolio consultation is absolutely free.
  • Schedule a no-cost, no-obligation appointment by calling 731-641-9332.
  • Visit us at CBTC Investments

Beverly Neighbors


Beverly Neighbors
LPL Program Manager
101 North Poplar Street
Paris, TN 38242
731-641-9371
Beverly.Neighbors@lpl.com






 
 
 
 
Michelle Conroy, CKA, AAMS

 
 
 
 
 
 
 Will Jelks

 
 
Will Jelks, CPA
LPL Financial Advisor
101 North Poplar Street
Paris, TN 38242
731-641-9333
 
 

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,*supporting nearly 29,000 financial advisors, and approximately 1,100 institution-based investment programs and 570 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2025); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States. For more information about LPL Financial, visit www.lpl.com.

LPL Privacy Policy

Important Consumer Information: This site is for informational purposes only and is not intended to be a solicitation or offering of any security.

GWP Proposal

GWP IconGet a proposal that shows sample recommendations for your portfolio and what you could potentially accomplish with Guided Wealth Portfolios (GWP). Open a new investment account using this tool or call one of our financial advisors to get started.


GWP Start Now

Please do not include any account numbers, Social Security numbers, or any sensitive personal financial information in your emails to us. Information you submit via email is not encrypted and can potentially be read by others.

Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
 
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
View your investment accounts at Account View Online.
































Commercial Bank & Trust Company ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit
 
The LPL Financial registered representative(s) 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.
 
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. Commercial Bank & Trust Company and CBTC Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CBTC Investments, and may also be employees of Commercial Bank & Trust Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Commercial Bank & Trust Company or CBTC Investments. 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

 

LPL Financial Form CRS