First Citizens Asset Management, Inc.

First Citizens Asset Management, Inc. (CRD# 140777) is a financial advisory firm headquartered in Columbia, SC. They manage $164,850,590 in 1,021 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    165
    MILLION
  • Total Number of Accounts
    1,021
    ACCOUNTS
  • Average Account Value
    $161,460
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, CA, CO, FL, GA, HI, IN, KY, MD, NC, OH, OR, PA, SC, TX, VA

Financial Advisors at First Citizens Asset Management, Inc.
Showing 1 - 10 of 32 top financial advisors.
1
Kelly D. Finger
CRD#: 4899152
1230 Main Street, Columbia, SC 29201
96
Wealthminder
score

Kelly Finger (CRD# 4899152) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Columbia, SC and has over 11 years of experience in the finance industry. Kelly Finger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Timothy J. Green
CRD#: 3147169
1230 Main Street, Columbia, SC 29201
96
Wealthminder
score

Timothy Green (CRD# 3147169) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Columbia, SC and has over 17 years of experience in the finance industry. Timothy Green has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Robert S. Banish
CRD#: 5796084
1230 Main Street, Columbia, SC 29201
93
Wealthminder
score

Robert Banish (CRD# 5796084) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Columbia, SC and has over 5 years of experience in the finance industry.

4
Barry W. Blakely
CRD#: 5259053
1230 Main Street, Columbia, SC 29201
93
Wealthminder
score

Barry Blakely (CRD# 5259053) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Columbia, SC and has over 9 years of experience in the finance industry.

5
Brett A. Blankenship
CRD#: 5898533
1230 Main Street, Columbia, SC 29201
93
Wealthminder
score

Brett Blankenship (CRD# 5898533) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Columbia, SC and has over 5 years of experience in the finance industry.

6
Timothy R. Calvert
CRD#: 3241077
1230 Main Street, Columbia, SC 29201
93
Wealthminder
score

Timothy Calvert (CRD# 3241077) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Columbia, SC and has over 17 years of experience in the finance industry.

7
Susan A. Campion
CRD#: 2684572
928 N Pleasantburg Dr, Greenville, SC 29607
93
Wealthminder
score

Susan Campion (CRD# 2684572) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Greenville, SC and has over 17 years of experience in the finance industry.

8
Melissa M. Gibson
CRD#: 5354942
1230 Main Street, Columbia, SC 29201
93
Wealthminder
score

Melissa Gibson (CRD# 5354942) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Columbia, SC and has over 7 years of experience in the finance industry.

9
Kerrick S. Keenan
CRD#: 2723259
126 Seven Farms Drive, Charleston, SC 29492
93
Wealthminder
score

Kerrick Keenan (CRD# 2723259) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Charleston, SC and has over 20 years of experience in the finance industry.

10
Debra L. Keough
CRD#: 1826321
949 Lake Murray Blvd, Irmo, SC 29063
93
Wealthminder
score

Debra Keough (CRD# 1826321) is an Investment Advisor Representative working at First Citizens Asset Management, Inc. in Irmo, SC and has over 23 years of experience in the finance industry.

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