First Citizens Investor Services, Inc.

First Citizens Investor Services, Inc. (CRD# 44430) is a financial advisory firm headquartered in Raleigh, NC. They manage $789,738,688 in 3,330 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    790
    MILLION
  • Total Number of Accounts
    3,330
    ACCOUNTS
  • Average Account Value
    $237,159
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 183 top financial advisors.
1
Debra L. Allen
CRD#: 4751244
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 15 years of experience in the finance industry.

2
Scott H. Angel
CRD#: 4643778
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 16 years of experience in the finance industry.

3
Demaris K. Arceneaux
CRD#: 6053022
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 7 years of experience in the finance industry.

4
Marcus E. Atkinson
CRD#: 2591551
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 24 years of experience in the finance industry.

5
Robert S. Banish
CRD#: 5796084
Columbia, SC 29229

Robert Banish (CRD# 5796084) 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.

6
Jessica M. Batchelor
CRD#: 5267818
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 12 years of experience in the finance industry.

7
John G. Bennett
CRD#: 5392768
Charlotte, NC 28202

John Bennett (CRD# 5392768) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 12 years of experience in the finance industry.

8
Christopher H. Bettis
CRD#: 4225027
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 19 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.

9
Charice E. Biggins
CRD#: 4159392
Hickory, NC 28601

Charice Biggins (CRD# 4159392) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Hickory, NC and has over 15 years of experience in the finance industry.

10
Deborah G. Blackburn
CRD#: 5952716
King, NC 27021

Deborah Blackburn (CRD# 5952716) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in King, NC and has over 7 years of experience in the finance industry.

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