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Investment Overview

LPL Financial Services, Inc.

To assist you with the securities investment portion of your financial strategy, First South Bank makes securities brokerage services available through an affiliation with an independent broker-dealer, LPL Financial Services (LPL). Through its affiliation with LPL, First South Bank customers, as well as the general public, will have access to a full range of investment options, including financial needs analysis, mutual funds, annuities, life insurance and more. LPL is a registered broker/dealer that has been offering a wide range of investment products and services to banks since 1982.

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Planning Your Financial Future

In today’s financially demanding and complex world, certain investors may have the need for more comprehensive investment and insurance support. Therefore, LPL recommends a customized approach to analyzing your financial needs. As a first step in this planning process a LPL Investment Consultant will work with you to develop a personalized, comprehensive investment and insurance strategy.

Whether your goals include college education funding, retirement planning, generating income, or tax reduction strategies – whether your objectives are growth, safety, income, or a combination of all three – your LPL Investment Consultant is committed to helping you reach them.

For more information about Investment Services or LPL Investment Consultants, complete the information e-mail request or call 1-800-940-4903 to speak with an LPL Consultant.

Still have questions? Check out "Frequently Asked Questions" to see if someone else was wondering the same thing.

Financial Advisors of LPL Financial are Registered Representatives with, and Securities, Advisory Services and Insurance Products are offered through LPL Financial and its affiliates, Member FINRA/SIPC. LPL Financial is not a registered broker/dealer. Investments are: Not FDIC insured, may lose value, are not bank guaranteed, and are not obligations of LPL Financial. LPL Branch Office located at 1311 Carolina Ave, Washington, North Carolina 27889. Investment Advisory Services offered through LPL Financial, a SEC Registered Investment Advisor


This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.


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