Michele NixCRD Number: 3104954
Current Firm: First Citizens Investor Services, Inc.
Michele Nix (CRD# 3104954) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Kinston, NC and has over 17 years of experience in the finance industry.
Carolina Financial Services Group, Inc.
Carolina Wealth Management, Inc.
On Investment Management Co
|First Citizens Investor Services, Inc.||Goldsboro, NC||Apr 2001 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 1999|
Total Assets Under Management559MILLIONS
Total Number of Accounts2,293ACCOUNTS
Average Account Value$243,803
- 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, FL, GA, ID, IL, IN, MD, MS, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV