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For personal service - 1-800-738-2265
24 hr voice response - 1-800-520-2265
Open a New Account Online
Online Banking Login 
For personal service - 1-800-738-2265
24 hr voice response - 1-800-520-2265
Open a New Account Online
Frank B. Smith
Frank B. Smithtwitter
Ethan J.
Triche
Ethan J.Triche
To help you reach your financial goals, First American Bank offers an investment program through Sorrento Pacific Financial, LLC (SPF). Stop by the bank today to meet with a Sorrento Pacific Financial, LLC registered representative who can help you start investing to meet your financial needs. The representative can provide you with an analysis based on your personal financial profile.
Invest your time before you invest your money. Get help with securing your financial future. Contact your local investment professional with Sorrento Pacific Financial, LLC (SPF) at First American Bank. For more information call 1-800-738-2265.
Financial Services Include:
Through Sorrento Pacific Financial, LLC (SPF), a registered broker-dealer, First American Bank provides experienced registered representatives who will work with you to establish a personal investment plan after learning your financial needs and goals.
The first step is to take a realistic assessment of where you are today. Evaluate your goals whether they may be saving for a second home, income preservation tax-reduction strategies saving for your children or grandchildren's college education, or retirement. Then determine whether you are looking for an investment plan that provides monthly income or one that accumulates capital over the long term.
Meet with our Registered Representatives to analyze your individual investment objectives, asset levels, and risk tolerance. A SPF representative will explain the wide array of investment options available to you and will recommend products to support your investment plan by customizing an investment portfolio to help meet your objectives.
Tax Savings Provided through Various IRA Options and Terms – Talk to our SPF Registered Representatives about personal investment management and retirement accounts including Traditional, Roth, Education, and Self-Directed IRAs.
Place Your Own Trades – With our self-directed brokerage service, take advantage of the web to buy and sell stocks and bonds, gain access to valuable investment research, and monitor portfolio performance. Because you're not seeking investment advice, you'll save brokerage commissions.
Reduce Taxes, Attract and Retain Employees – Business owners may work with our SPF Registered Representatives to develop a small business retirement plan that offers tax advantages, tax-deferred growth, and a program to attract and retain employees. Products offered are 401(k)s, 403(b)s, SEPs, Simple IRA Plans, Profit Sharing and Money Purchase Plans, Defined Benefit Plans, Defined Contribution Plans.
For more information about our products or services or to talk to one of our Sorrento Pacific Financial, LLC Registered Representatives call us at 1-800-738-2265, visit our branch investment center, or log onto our website at www.fabt.com. We'll work together with you to develop a personalized investment profile to help you meet your financial goals for tomorrow.
Services provided through
Sorrento Pacific Financial, LLC
*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC ("SPF"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment adviser. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The bank has contracted with SPF to make non-deposit investment products and services available to bank clients.
* Online Brokerage Services are offered through Sorrento Pacific Financial, LLC, a member of FINRA/ SIPC.
Save time & money! With our new Internet trading site, offered through Sorrento Pacific Financial, LLC (SPF), member FINRA/SIPC, you can access your brokerage account 24 hours a day. This enables you to place trades, get stock quotes, retrieve news and economic reports, track your portfolio, research securities and chart stock histories.
** Stock/ETF Trades - Priced at $1 or greater, 0 - 4,999 shares $14.95. Stock/ETF Trades - Priced less than $1, unlimited number of shares $29.95. Stock/ETF Trades - Priced at $1 or greater, 5,000 shares or more $0.01 per share. Option Trades $20 + $1.75 per contract ($29 minimum).
| Not a Deposit. | No Bank Guarantee. |
| Not insured by FDIC or any other Federal Agency. | May lose value. |
