Meet Our Advisors at F&M Investment Services

F&M Investment Services Representatives

Bruce Sanborn

LPL Registered Principal | LPL Financial Advisor

Background/Qualifications

Series 65, Series 24, Investment Representative and Series 7 General Securities Representative with LPL Financial.
Life, Health, Medicare Supplement/Long Term Care and Annuity Licenses, State of North Carolina and South Carolina.
Financial Services Professional Career began in 1990.

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Contact Information

Granite Quarry Office:

PO Box 307
138 N. Salisbury Ave.
Granite Quarry, NC 28072
Phone: 704-762-2601
Fax: 704-279-2919

Jason Holt

LPL Registered Principal | LPL Financial Advisor

Background/Qualifications

Series 24 Registered Principal License, Series 65, Investment Representative and Series 7 General Securities Representative with LPL Financial.
Life, Health, Medicare Supplement/Long Term Care and Annuity Licenses, State of North Carolina and South Carolina.
Financial Services Professional Career began in 1995.
Named to the list of Top 50 Investment Advisors in the U.S. by Bank Investment Consultant magazine - 2012 & 2013. Recipients were honored for their continued commitment to excellence and dedication to serving their clients with objective advice.
Named to the list of Top 100 Investment Advisors in the U.S. by Bank Investment Consultant magazine - 2016, 2017, 2018 & 2019.
Awarded Best Investment Firm/Financial Advisor as voted by readers of the Independent Tribune in their annual 'Best of Greater Cabarrus' 2017, 2019, 2020, 2021, 2022 awards.

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

Contact Information

Kannapolis Office :

2975 Dale Earnhardt Blvd.
Kannapolis, NC 28083
Phone: 704-652-0678
Fax: 704-788-6316

Salisbury Office :

221 N. Main Street
Salisbury, NC 28144

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

Not Insured by FDIC or Any Other Government Agency	Not Bank Guaranteed	Not Bank Deposits or Obligations	May Lose Value

F&M Bank provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for F&M Bank to make these referrals, resulting in a conflict of interest. F&M Bank is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.