William BlackwoodCRD Number: 5448045
Current Firm: First Citizens Investor Services, Inc.
William Blackwood (CRD# 5448045) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 8 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Oak City Consulting, LLC
|First Citizens Investor Services||Raleigh, NC||Oct 2013 - Current||3|
|First Citizens Bank||Raleigh, NC||Jun 1989 - Current||27|
|First Citizens Investor Services||Pinehurst, NC||Oct 2007 - Oct 2013||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
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