Kenneth Marsh, financial advisor Raleigh NC

Kenneth Marsh

CRD Number: 4374091
Current Firm: First Citizens Investor Services, Inc.

Kenneth Marsh (CRD# 4374091) 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. Kenneth Marsh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
First Citizens Investor Services Raleigh, NC Apr 2011 - Current 9
First Citizens Bank Raleigh, NC Mar 2011 - Current 9
Wachovia Securities, LLC Raleigh, NC Nov 2007 - Mar 2011 3
Wachovia Bank, Na Raleigh, NC Aug 1990 - Mar 2011 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2001
Contact Info for Kenneth H. Marsh
Phone Number: 800-229-0205
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    981
    MILLIONS
  • Total Number of Accounts
    3,584
    ACCOUNTS
  • Average Account Value
    $273,694
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

CA, FL, GA, IN, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA, WV

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