First Citizens Investor Services, Inc.
First Citizens Investor Services, Inc. (CRD# 44430) is a financial advisory firm headquartered in Raleigh, NC. They manage $1,729,333,096 in 6,086 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management1,729MILLION
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Total Number of Accounts6,086ACCOUNTS
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Average Account Value$284,149
- 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)
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AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX, UT, VA, WA, WI, WV
Umar Ali (CRD# 6404328) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Staunton, VA and has over 9 years of experience in the finance industry.
Debra Allen (CRD# 4751244) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 20 years of experience in the finance industry.
Scott Angel (CRD# 4643778) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 21 years of experience in the finance industry.
Demaris Arceneaux (CRD# 6053022) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 12 years of experience in the finance industry.
Marcus Atkinson (CRD# 2591551) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 29 years of experience in the finance industry.
James Baker (CRD# 5676304) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Garner, NC and has over 14 years of experience in the finance industry.
Jessica Batchelor (CRD# 5267818) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Jacksonville, NC and has over 16 years of experience in the finance industry.
George Benoit (CRD# 3006625) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 26 years of experience in the finance industry.
Christopher Bettis (CRD# 4225027) 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.
David Biliter (CRD# 1690995) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 36 years of experience in the finance industry.