First Citizens Investor Services, Inc.

First Citizens Investor Services, Inc. (CRD# 44430) is a financial advisory firm headquartered in Raleigh, NC. They manage $1,624,620,820 in 5,099 accounts and serve the financial needs of clients across 21 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,625
    MILLION
  • Total Number of Accounts
    5,099
    ACCOUNTS
  • Average Account Value
    $318,616
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, CO, FL, GA, IL, IN, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV

Financial Advisors at First Citizens Investor Services, Inc.
Showing 21 - 30 of 219 top financial advisors.
21
Susan A. Campion
CRD#: 2684572
2201 Augusta St., Greenville, SC 29605

Susan Campion (CRD# 2684572) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Greenville, SC and has over 23 years of experience in the finance industry.

22
Eric B. Cannon
CRD#: 4123975
539 N. Main St., Hendersonville, NC 28792

Eric Cannon (CRD# 4123975) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Hendersonville, NC and has over 22 years of experience in the finance industry. Eric Cannon 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.

23
Kimberly B. Carpenter
CRD#: 3232556
352 North First Street, Albemarle, NC 28001

Kimberly Carpenter (CRD# 3232556) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Albemarle, NC and has over 23 years of experience in the finance industry.

24
William B. Carr
CRD#: 6777557
4300 Six Forks Road, Raleigh, NC 27609

William Carr (CRD# 6777557) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 4 years of experience in the finance industry.

25
Kimberly M. Carstens
CRD#: 5035732
100 E. Tryon Road, Mail Code: Dac19, Raleigh, NC 27603

Kimberly Carstens (CRD# 5035732) 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.

26
Carlos Cato
CRD#: 5353767
518 Georgia Avenue, North Augusta, SC 29481

Carlos Cato (CRD# 5353767) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in North Augusta, SC and has over 4 years of experience in the finance industry.

27
Ronald L. Chapman
CRD#: 2195333
2009 Hoffmeyer Rd., Florence, SC 29501

Ronald Chapman (CRD# 2195333) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Florence, SC and has over 30 years of experience in the finance industry.

28
Brent Ciliano
CRD#: 3058895
8510 Colonnade Center Drive, Raleigh, NC 27615

Brent Ciliano (CRD# 3058895) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 21 years of experience in the finance industry.

29
Michael D. Clark
CRD#: 2862663
539 N. Main St., Hendersonville, NC 28792

Michael Clark (CRD# 2862663) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Hendersonville, NC and has over 25 years of experience in the finance industry.

30
Tammy S. Clement
CRD#: 4386640
3001 Trenwest Drive, Winston Salem, NC 27103

Tammy Clement (CRD# 4386640) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Winston Salem, NC and has over 20 years of experience in the finance industry.

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