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

INVESTMENT ACCOUNT ACCESS
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

Not FDIC Insured
No Bank Guarantee
 May Lose Value
Not a Deposit Not Insured by any Federal Government Agency


► Wealth Management Group
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Our Professionals

• Managing Director

David Marion

• Private Banking

Pat Murray

• Trust

Barbara Backman

Pam Martin

Ellen Tipton

• First Santa Fe Advisors

Kristina Alley

David Kantor

• First Santa Fe
Investment Services

Tricia Gunter



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