Johnna Croom, financial advisor Raleigh NC

Johnna Croom

CRD Number: 5204334
Current Firm: First Citizens Investor Services, Inc.

Johnna Croom (CRD# 5204334) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
First Citizens Investor Services Raleigh, NC Nov 2021 - Current < 1
First Citizens Asset Management Columbia, SC Nov 2019 - Dec 2021 2
First Citizens Investor Services Raleigh, NC Jun 2019 - Nov 2021 2
Edward Jones St Louis, MO Mar 2019 - May 2019 < 1
Bb&t Securities, LLC Cary, NC Jan 2018 - Feb 2019 1
Bb&t Investments Charlotte, NC Oct 2009 - Jan 2018 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2010
S65 NASAA Investment Advisors Law Examination Mar 2016
Contact Info for Johnna R. Croom
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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