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Welcome to First South Investment Services

Who We Are

First South Investment Services provides a broad range of options that can be used to pursue your wealth management, retirement planning, and portfolio management needs.  Our experienced representatives will work to understand your individual circumstances to develop a customized offering that is specifically tailored to work toward your financial aspirations.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Investment and Retirement Services

Investment Planning Money Management
Insurance Planning Retirement Planning
Estate Conversion Educational Workshops


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Jared Roaten   Christy Heckler


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 South Financial Credit Union and First South Investment Services, are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using First South Investment Services, and may also be employees of First South Financial Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First South Financial Credit Union or First South Investment Service.. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency No Credit Union Guaranteed No Credt Union Deposits or Obligations May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

First South Financial Credit Union provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay First South Financial Credit Union for these referrals. This creates an incentive for First South Financial Credit Union to make these referrals, resulting in a conflict of interest. First South Financial Credit Union is not a current client of LPL for advisory services. 

LPL Financial Form CRS

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