First Citizens Investor Services, Inc.
First Citizens Investor Services, Inc. (CRD# 44430) is a financial advisory firm headquartered in Raleigh, NC. They manage $559,039,260 in 2,293 accounts and serve the financial needs of clients across 20 states (or territories).
-
Total Assets Under Management559MILLION
-
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
Justin Farnsworth (CRD# 5469964) is an Investment Advisor Representative working at First Citizens Investor Services in Summerville, SC and has 9 years of experience in the finance industry.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
Focus Areas
- Investors Saving for Retirement
- Retirees
- College Savers
- Individuals with Insurance Needs
- Individuals with Estate Needs
Michael Brown (CRD# 5630190) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Wilmington, NC and has over 8 years of experience in the finance industry. Michael Brown 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.
Brent Ciliano (CRD# 3058895) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 16 years of experience in the finance industry.
Robert Dickinson (CRD# 2465795) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 23 years of experience in the finance industry. Robert Dickinson 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.
William Hester (CRD# 2628116) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Arden, NC and has over 22 years of experience in the finance industry. William Hester 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.
Gina Houser (CRD# 2341905) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Boonville, NC and has over 24 years of experience in the finance industry. Gina Houser 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.
Aaron Justice (CRD# 5494323) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 9 years of experience in the finance industry. Aaron Justice 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.
Kenneth Marsh (CRD# 4374091) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 15 years of experience in the finance industry. Kenneth Marsh 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.
Holli Milliken (CRD# 4180707) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 17 years of experience in the finance industry. Holli Milliken 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.
Cornelia Roberts (CRD# 1610460) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Wilmington, NC and has over 30 years of experience in the finance industry. Cornelia Roberts 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.