Kelly West (CRD# 6804030) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 6 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Citizens Bank | Raleigh, NC | Feb 2024 - Current | < 1 |
| First Citizens Investor Services | Raleigh, NC | Feb 2024 - Current | < 1 |
| First Citizens Investor Services | Raleigh, NC | Jan 2023 - Feb 2024 | 1 |
| First Citizens Bank | Smithfield, NC | Jan 2023 - Feb 2024 | 1 |
| First Citizens Investor Services | Raleigh, NC | May 2017 - Jan 2023 | 5 |
| First Citizens Bank | Raleigh, NC | Apr 2016 - May 2017 | 1 |
| First Citizens Bank | Raleigh, NC | May 2012 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- NC
-
Total Assets Under Management1,729MILLIONS
-
Total Number of Accounts6,086ACCOUNTS
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Average Account Value$284,149
- 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)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX, UT, VA, WA, WI, WV
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