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First Santa Fe Investment Services
First National provides access to a comprehensive, full-service brokerage program through LPL Financial.

Our program, First Santa Fe Investment Services, offers*:
  • Mutual Funds
  • Treasury Securities
  • Stocks and Bonds
  • Tax-deferred Annuities
  • Municipal Bonds

Our financial advisor can help you build a customized investment portfolio to diversify and pursue your individual objectives based on your income, assets and liabilities, risk tolerance and age.

First Santa Fe Investment Services is located at our Wealth Management Office at 1672 Hospital Drive, Santa Fe. Call us for an appointment at 505-992-2295.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, FL, NM, NV, NY, OK, TX, WV

*Securities and insurance products offered through LPL Financial and its affiliates. Member FINRA/SIPC.

First National Bank of Santa Fe and First Santa Fe Investment Services are not registered broker/dealers




Wealth Management Group

 



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