Richard KidwellCRD Number: 3274626
Current Firm: First Citizens Investor Services, Inc.
Richard Kidwell (CRD# 3274626) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Atlanta, GA and has over 11 years of experience in the finance industry. Richard Kidwell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merit Financial Advisors
|First Citizens Investor Services||Raleigh, NC||Apr 2020 - Current||2|
|First Citizens Bank||Atlanta, GA||Apr 2020 - Current||2|
|Bb&t||Atlanta, GA||Jan 2019 - Apr 2020||1|
|Bb&t Securities, LLC||Richmond, VA||Jan 2018 - Apr 2020||2|
|Bb&t Investments||Charlotte, NC||Dec 2010 - Apr 2020||9|
|Bb&t Bank||Saint Simons Island, GA||Dec 2010 - Jan 2019||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,625MILLIONS
Total Number of Accounts5,099ACCOUNTS
Average Account Value$318,616
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, FL, GA, IL, IN, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV
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