Garrett Letchworth (CRD# 7267945) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Kinston, NC and has over 3 years of experience in the finance industry.
CRD# 2128682
Carolina Financial Services Group, Inc.
CRD# 4216809
Edward Jones
CRD# 1106654
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
First Citizen Investor Services | Raleigh, NC | Jun 2020 - Current | 3 |
First Citizens Bank | Snow Hill, NC | Jun 2020 - Current | 3 |
High Point University | High Point, NC | Aug 2016 - May 2020 | 3 |
First Citizens Bank | Greenville, NC | Jun 2019 - Aug 2019 | < 1 |
Middle & High School | Kinston, NC | May 2010 - Aug 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2020 |
S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- NC
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Total Assets Under Management1,729MILLIONS
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Total Number of Accounts6,086ACCOUNTS
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Average Account Value$284,149
- 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)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX, UT, VA, WA, WI, WV
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