Investment Services

First National provides access to a comprehensive, full-service brokerage program through LPL Financial.*

  • Mutual Funds
  • Treasury Securities
  • Stocks and Bonds
  • Tax-deferred Annuities
  • Municipal Bonds

Talk to our financial advisor today for guidance on building a solid, customized investment portfolio. You can rely on our expertise to pursue your individual investment objectives based on your income, assets and liabilities, risk tolerance and age.

Call us for an appointment at 505.992.2404.


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, OR, TX, VA, WA, WV.

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

First National 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