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)
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 19 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 20 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 11 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 25 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.