Investment Services

Through our relationship with Investment Centers of America (ICA), traditional and non-traditional investment products are available through financial representatives Roger Carlon and John Roberts.

Whether you are planning for retirement or for your family's future, ICA provides the resources and guidance to help you achieve your financial goals.

Investment Centers of America, Inc. (ICA), member FINRA, SIPC, a registered Investment Advisor, is not affiliated with Security National Bank. Securities, advisory services, and insurance products offered through Investment Centers of America, Inc. and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government Agency * not a deposit or other obligation of, or guaranteed by any bank or their affiliates * subject to risks including the possible loss of principal amount invested.

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

  1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent
    (a) satisfy the qualification requirements of, and are approved to do business by, the state; or
    (b) are excluded or exempted from the state's licensure requirements.
  2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve
    (a) effecting, or attempting to effect, transactions in securities; or
    (b) rendering personalized investment advice for compensation.

ICA Privacy Policy | Investment Centers of America, Inc.