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).

By the Numbers
  • Total Assets Under Management
    559
    MILLION
  • Total Number of Accounts
    2,293
    ACCOUNTS
  • Average Account Value
    $243,803
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, ID, IL, IN, MD, MS, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV

Financial Advisors at First Citizens Investor Services, Inc.
Showing 1 - 10 of 107 top financial advisors.
1
Michael S. Brown
CRD#: 5630190
440 S. College Rd., Wilmington, NC 28403
96
Wealthminder
score

Michael Brown (CRD# 5630190) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Wilmington, NC and has over 7 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.

2
Brent Ciliano
CRD#: 3058895
4300 Six Forks Road, Raleigh, NC 27609
96
Wealthminder
score

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.

3
Robert L. Dickinson
CRD#: 2465795
4300 Six Forks Road, Raleigh, NC 27609
96
Wealthminder
score

Robert Dickinson (CRD# 2465795) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 22 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.

4
William F. Hester
CRD#: 2628116
2106 Hendersonville Rd., Arden, NC 28704
96
Wealthminder
score

William Hester (CRD# 2628116) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Arden, NC and has over 21 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.

5
Gina G. Houser
CRD#: 2341905
105 East Main St., Boonville, NC 27011
96
Wealthminder
score

Gina Houser (CRD# 2341905) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Boonville, NC and has over 23 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.

6
Aaron B. Justice
CRD#: 5494323
1212 1/2 Main Street, Columbia, SC 29201
96
Wealthminder
score

Aaron Justice (CRD# 5494323) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 8 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.

7
Kenneth H. Marsh
CRD#: 4374091
4300 Six Forks Road, Raleigh, NC 27609
96
Wealthminder
score

Kenneth Marsh (CRD# 4374091) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 14 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.

8
Holli M. Milliken
CRD#: 4180707
1230 Main Street, Columbia, SC 29201
96
Wealthminder
score

Holli Milliken (CRD# 4180707) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 16 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.

9
Cornelia S. Roberts
CRD#: 1610460
440 S. College Rd., Wilmington, NC 28403
96
Wealthminder
score

Cornelia Roberts (CRD# 1610460) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Wilmington, NC and has over 29 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.

10
Daniel G. Smith
CRD#: 5406316
1212 1/2 Main Street, Columbia, SC 29201
96
Wealthminder
score

Daniel Smith (CRD# 5406316) 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. Daniel Smith 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.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.