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
Kimberly Carstens (CRD# 5035732) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 17 years of experience in the finance industry.
Carlos Cato (CRD# 5353767) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Aiken, SC and has over 6 years of experience in the finance industry.
Ronald Chapman (CRD# 2195333) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Florence, SC and has over 32 years of experience in the finance industry.
Brent Ciliano (CRD# 3058895) 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.
Michael Clark (CRD# 2862663) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Hendersonville, NC and has over 27 years of experience in the finance industry.
Tammy Clement (CRD# 4386640) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Winston Salem, NC and has over 22 years of experience in the finance industry.
Gary Clementson (CRD# 5693752) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Cary, NC and has over 14 years of experience in the finance industry.
Eric Cohen (CRD# 6556190) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 8 years of experience in the finance industry.
Adam Crotts (CRD# 6265714) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charleston, SC and has over 10 years of experience in the finance industry.
Adam Davis (CRD# 4297181) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 23 years of experience in the finance industry.