Investment Services -
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Investment Services

Whether it’s investment planning, retirement planning, brokerage services, trust and estate planning, education savings or insurance planning, the CNB Investment and Planning Services team can help you work toward your financial goals.

Check the background of our investment professional, Thomas L. Peterson, on FINRA's BrokerCheck.

To discuss any investment services or products, contact us at 304-258-1520.

Securities offered through LPL Financial, member FINRA and SIPC. CNB Bank Investment and Planning services insurance products offered through LPL Financial or its licensed affiliates and are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:  West Virginia, Maryland, Pennsylvania, and Virginia.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • Representatives of a Registered Broker-Dealer ("BD") or Registered 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, that state; or (b) are excluded or exempted from that state’s registration requirements.
  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment  dvice for compensation.  
Not Insured by FDIC or any Federal Government Agency. Subject to Investment Risk, May Lose Principal Amount. Not a Deposit of or Guaranteed by the Bank or any Bank Affiliate.