Tiffany FarwellCRD Number: 5334909
Current Firm: First Citizens Investor Services, Inc.
Tiffany Farwell (CRD# 5334909) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Wilmington, NC and has over 10 years of experience in the finance industry.
Les H. Kern
Rs Wealth Management, LLC
Tilia Fiduciary Partners, Inc.
|First Citizens Investor Services||Raleigh, NC||Jun 2008 - Current||9|
|First Citizens Bank||Wilmington, NC||May 2008 - Current||9|
|Ubs Financial Services Inc.||Wilmington, NC||Apr 2007 - May 2008||1|
|Cape Fear Diagnostic Imaging||Wimington, NC||Jan 2005 - Jan 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
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