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Our Company

 

Our Mission Statement

First Investment Services has always known that no two clients are exactly alike or share the exact same goals. That's why, when it comes to helping you invest in your financial future, our LPL financial advisors and consultants seek to get to know you -- your plans, hopes, needs and concerns -- before attempting to offer a strategy.

Our Values

 In today's global investment marketplace, you need comprehensive and competitive services to pursue your financial goals. With this in mind, First Investment Services has formed an association with First Bankers Trust Company, N.A.. Our representatives are affiliated with LPL Financial and serve as a link between your financial investment institution and a wide variety of products and services. 

Our representatives will work with you to determine which strategies may be suitable for your unique financial situation. While the investment options themselves are important, the professional advice of our representatives is what sets us apart. With a myriad of choices available today, you'll enjoy the satisfaction that comes from knowing you can rely on the knowledge of  our financial professionals that understand you and your goals.

About LPL Financial

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as an enabling partner, supporting financial advisors in their goals of protecting and growing their clients' wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best - help their clients attain their financial goals and fulfill their dreams. With headquarters on both coasts, LPL Financial supports financial advisors in helping their clients by offering a robust mix of services and tools such as: - Enabling technology - Comprehensive clearing and compliance services - Practice management programs and training - Independent research LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations. The firm's mission is clear: We believe that objective financial guidance is a fundamental need for everyone. We enable our customers to focus on what they do best-create the personal, long-term client relationships that are the foundation for turning life's aspirations into financial realities. Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs. They do so by using the firm's tools and resources that help them discover their clients' priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients' lives; and make product recommendations that put clients on the path to pursuing their goals. For more information about LPL Financial, visit www.lpl.com *As reported in Financial Planning Magazine, 1996-2015, based on total revenue.