First Citizens Investor Services, Inc.

First Citizens Investor Services, Inc. (CRD# 44430) is a financial advisory firm headquartered in Raleigh, NC. They manage $980,920,651 in 3,584 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    981
    MILLION
  • Total Number of Accounts
    3,584
    ACCOUNTS
  • Average Account Value
    $273,694
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
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.

CA, FL, GA, IN, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA, WV

Financial Advisors at First Citizens Investor Services, Inc.
Showing 1 - 10 of 201 top financial advisors.
1
Umar F. Ali
CRD#: 6404328
128 South Tryon Street, Charlotte, NC 28202

Umar Ali (CRD# 6404328) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 6 years of experience in the finance industry.

2
Debra L. Allen
CRD#: 4751244
4300 Six Forks Road, Raleigh, NC 27609

Debra Allen (CRD# 4751244) 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.

3
Scott H. Angel
CRD#: 4643778
128 South Tryon Street, Charlotte, NC 28202

Scott Angel (CRD# 4643778) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 17 years of experience in the finance industry. Scott Angel 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.

4
Demaris K. Arceneaux
CRD#: 6053022
4300 Six Forks Road, Raleigh, NC 27609

Demaris Arceneaux (CRD# 6053022) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 8 years of experience in the finance industry.

5
Marcus E. Atkinson
CRD#: 2591551
128 South Tryon Street, Charlotte, NC 28202

Marcus Atkinson (CRD# 2591551) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 25 years of experience in the finance industry.

6
James M. Baker
CRD#: 5676304
2520 Timber Drive, Garner, NC 27529

James Baker (CRD# 5676304) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Garner, NC and has over 11 years of experience in the finance industry.

7
Jessica M. Batchelor
CRD#: 5267818
302-b Western Blvd., Jacksonville, NC 28546

Jessica Batchelor (CRD# 5267818) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Jacksonville, NC and has over 13 years of experience in the finance industry.

8
John G. Bennett
CRD#: 5392768
6501 Morrison Ave., Charlotte, NC 28211

John Bennett (CRD# 5392768) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 13 years of experience in the finance industry.

9
George C. Benoit
CRD#: 3006625
1212 Main Street, Columbia, SC 29201

George Benoit (CRD# 3006625) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 22 years of experience in the finance industry. George Benoit 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.

10
Christopher H. Bettis
CRD#: 4225027
1414 W. Northwood St., Greensboro, NC 27408

Christopher Bettis (CRD# 4225027) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Greensboro, NC and has over 20 years of experience in the finance industry. Christopher Bettis 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.

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