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).

By the Numbers
  • Total Assets Under Management
    1,729
    MILLION
  • Total Number of Accounts
    6,086
    ACCOUNTS
  • Average Account Value
    $284,149
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at First Citizens Investor Services, Inc.
Showing 1 - 10 of 246 top financial advisors.
1
Umar F. Ali
CRD#: 6404328
239 N. Central Avenue, Staunton, VA 24401

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.

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 20 years of experience in the finance industry.

3
Scott H. Angel
CRD#: 4643778
128 S 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 20 years of experience in the finance industry.

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 12 years of experience in the finance industry.

5
Marcus E. Atkinson
CRD#: 2591551
128 S 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 29 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 14 years of experience in the finance industry.

7
Jessica M. Batchelor
CRD#: 5267818
302-b Western Boulevard, 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 16 years of experience in the finance industry.

8
George C. Benoit
CRD#: 3006625
1212 Main St, 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 26 years of experience in the finance industry.

9
Christopher H. Bettis
CRD#: 4225027
8510 Colonnade Center Drive, Raleigh, NC 27615

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.

10
David L. Biliter
CRD#: 1690995
4300 Six Forks Road, Raleigh, NC 27609

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.

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