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 9 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