About Us

XBA Financial Services is a wholly-owned subsidiary of The Exchange Bank of Alabama.
At XBA Financial Services, we are dedicated to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs. Our main goal is to help our clients build wealth, preserve wealth, shelter it from taxes, and make it easier to pass their wealth to their heirs.
Through our relationship with LPL Financial, our clients have access to an array of financial products, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products.
Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or it’s licensed affiliates. XBA Financial is not a registured broker/dealer and is not affiliated with LPL Financial. Investment Advisory Services offered through LPL Financial, a Registured Investment Advisor.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of Alabama or Georgia