Investment Services Contact | MCB

Mountain Commerce Bank (MCB) recognizes the importance of online banking security. MCB will not contact you requesting personal or account information such as account numbers, Social Security numbers, credit or debit card numbers, Online Banking passwords, PINs, or other confidential information. If you receive an unsolicited phone call from (866) 622-1910 requesting any of the above information, please do not respond.

MCB Investment Services

Contact

Office: (423) 232-5017
Office: (865) 694-5701
Mobile: (423) 220-9697
Fax: (423) 262-5887
todd.jones@lpl.com

We provide Investments services at all our Johnson City and Knoxville locations

Resourses

Account View Login

Market/Economic Outlook

Midyear Outlook 2024 (PDF file)
Global Portfolio Strategy: April 2023

Financial Resources

The Basics of Budgeting

The Basics of Investing

The Basics of Social Security

401(k) Fiduciary Resources / Retirement Resources

3rd Qtr 2024 Participant Newsletter

3rd Qtr 2024 Plan Sponsor Newsletter

10 Things You Should Know – Secure Act 2.0

QDIA Practices Checklist

404(c) Checklist

Fiduciary Meeting Checklist

Due Diligence Checklist

Setting Every Community Up for Retirement Enhancement (SECURE) Act

INVESTMENT SERVICES DISCLAIMER

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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. Mountain Commerce Bank and MCB Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using MCB Investment Services, and may also be employees of Mountain Commerce Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mountain Commerce Bank or MCB Investment Services. 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

©2024 Mountain Commerce Bank
Equal Opportunity Employer
NMLS# 417746

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©2024 Mountain Commerce Bank
Equal Opportunity Employer
Member FDIC.
NMLS# 417746

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