First State Investment Services

The future is not something to be left to chance – you need to plan for your future and protect what you’ve already built. Whether you’re seeking investment options for your business, your employees or yourself and your family, the experts of First State Investment Services LLC can provide guidance and experts to help build an investment strategy that fits your objectives – personal or business.

Business Services

  • SEP IRAs, Simple IRAs, 401k/403b plans and individual 401k plans
  • Employee benefits
  • Corporate 529 plans

Retirement Services

  • Traditional IRAs
  • Roth IRAs
  • Rollover IRAs

Insurance

  • Life insurance
  • Disability income insurance
  • Long-term care insurance

Education Funding

  • 529 college savings plans
  • Education IRAs
  • UTMA/UGMAs

Managed Accounts

Mutual Funds

  • Over 1,500 available

Brokerage Services

  • Stocks, bonds, mutual funds and other securities

 

Offering a full range of investment products and services and the expertise to guide your planning, First State Investment Services can help you work towards your investment goals.

Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA and SIPC. Insurance products offered through LPL Financial or its licensed affiliates. First State Bank and First State Bank Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured by the FDIC; are not deposits or other obligations of First State Bank or First State Investment Services or any government agency are not guaranteed by First State Bank or First State Investment Services; and are subject to investment risks, including possible loss of the principal invested.  

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AR, AZ, FL, MI, GA & WY.