Connie GardnerCRD Number: 2992077
Current Firm: First Citizens Investor Services, Inc.
Connie Gardner (CRD# 2992077) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 19 years of experience in the finance industry.
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
Axa Advisors, LLC
|First Citizens Investor Services||Raleigh, NC||Jan 2007 - Current||10|
|Rbc Dain Rauscher||Charlotte, NC||Oct 2006 - Jan 2007||< 1|
|Centura Securities, Inc.||Rocky Mount, NC||Dec 1997 - Jan 2007||9|
|Centura Bank||Rocy Mount, NC||Mar 1987 - Jan 2007||19|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 1998|
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