About Us

XBA Financial Services, Inc. is a wholly-owned subsidiary of The Exchange Bank of Alabama. At XBA, we assist our clients with many different aspects of investment planning. We strive to offer our clients custom strategies tailored to each individual’s specific needs. Whether you’re simply looking for an investment that offers the potential to earn a better rate of return on your money or your goals include a comprehensive wealth transfer plan, we can help you.

Through our partnership with LPL Financial, our clients have access to a wide range of investment products and services, including professional money management, retirement, and education planning, and traditional investment products including stocks, bonds, annuities, mutual funds, and life insurance products. Today, LPL is the top independent broker-dealer in the country. The firm was formed in 1989 through the merger of two small but successful brokerage firms: Linsco and Private Ledger.

1: Based on total revenues, Financial Planning magazine June 1996-2020.