Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products may be
offered through LPL or other licensed insurance agencies. Mechanics Banks and Mechanics Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Mechanics Investment Services and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Mechanics Bank or Mechanics Investment Services. Securities and insurance products are:
NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCY
NOT BANK GUARANTEED
NOT BANK DEPOSITS OR OBLIGATIONS
MAY LOSE VALUE
Your Bank (“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 brokerage or
advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.