Timothy Sumner, financial advisor Clinton NC

Timothy Sumner

CRD Number: 5053056
Current Firm: First Citizens Investor Services, Inc.

Timothy Sumner (CRD# 5053056) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Clinton, NC and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
First Citizens Investor Services Raleigh, NC Jul 2014 - Current 7
First Citizens Investor Services Raleigh, NC Oct 2005 - Jun 2014 8
First Citizens Bank And Trust Roseboro, NC Jul 2005 - Jun 2014 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2006
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Timothy R. Sumner
Phone Number: 800-229-0205
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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