Tel: (903) 676-1936
Your Full Service Investment Firm
Busy lifestyles and multiple priorities make successful financial strategies more challenging than ever. In today's complex and ever changing financial marketplace, it's important to take a team approach toward pursuing financial independence. When you join with your First State Financial Services Representative, you create a powerful team.
What We Do
With our knowledge and the convenience of a full-service investment firm at your command, achieving financial independence can be more than just a dream. We're ready to help you pursue your financial goals. We feature a wide range of investment opportunities to address your needs. Services provided include:
* Retirement Strategizing
* Estate Strategizing
* Traditional and Roth IRA's
* 401K Transitional Assistance
* Employee Retirement Accounts
* College Education Savings Plans
* Long Term Care Insurance
* Financial Strategizing
* Portfolio Reviews
* IRA Rollovers
* Fixed & Variable Annuities
* Life & Disability Insurance
* Mutual Funds
Securities and advisory services are offered through LPL Financial (LPL) a registered investment advisor and broker dealer (member FINRA-SIPC) insurance products are offered through LPL or its licensed affiliates (First State Bank) are not registered as a broker dealer or investment advisor. Registered representatives of LPL offer products and services using First State Bank and may also be employees of First State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of First State Bank. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value
First State Bank provides referrals to financial proffesionals 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 advisory services.
Please visit lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: TX, CO, FL, LA, NC, OK.
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