Neil Firth (CRD# 4716683) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Wilmington, NC and has over 5 years of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Citizens Bank | Wilmington, NC | Jan 2020 - Current | 4 |
| First Citizens Investor Services | Raleigh, NC | Jan 2020 - Current | 4 |
| First Citizens Investor Services | Raleigh, NC | Dec 2016 - Jan 2020 | 3 |
| First Citizens Bank | Raleigh, NC | Dec 2016 - Jan 2020 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington, NC | Nov 2001 - Dec 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- NC
-
Total Assets Under Management1,729MILLIONS
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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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