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 31 - 40 of 218 top financial advisors.
31
Gary R. Clementson
CRD#: 5693752
1000 High House Rd., Cary, NC 27513

Gary Clementson (CRD# 5693752) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Cary, NC and has over 12 years of experience in the finance industry.

32
Johnna R. Croom
CRD#: 5204334
100 E. Tryon Road, Mail Code: Dac19, Raleigh, NC 27603

Johnna Croom (CRD# 5204334) 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.

33
Adam E. Crotts
CRD#: 6265714
462 Folly Rd., Charleston, SC 29412

Adam Crotts (CRD# 6265714) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charleston, SC and has over 8 years of experience in the finance industry.

34
Adam P. Davis
CRD#: 4297181
1212 Main Street, Columbia, SC 29201

Adam Davis (CRD# 4297181) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 21 years of experience in the finance industry. Adam Davis 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.

35
Jared W. Davison
CRD#: 5621895
1230 Main Street, Columbia, SC 29201

Jared Davison (CRD# 5621895) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 11 years of experience in the finance industry.

36
Roberta K. Dawson
CRD#: 5163308
128 South Tryon Street, Charlotte, NC 28202

Roberta Dawson (CRD# 5163308) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 15 years of experience in the finance industry.

37
Traci J. Diblasio
CRD#: 4341009
108 Patton Avenue, Asheville, NC 28801

Traci Diblasio (CRD# 4341009) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Asheville, NC and has over 21 years of experience in the finance industry. Traci Diblasio 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.

38
Robert L. Dickinson
CRD#: 2465795
4300 Six Forks Road, Raleigh, NC 27609

Robert Dickinson (CRD# 2465795) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 28 years of experience in the finance industry. Robert Dickinson 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.

39
Randy D. Driskill
CRD#: 2420740
440 S. College Rd., Wilmington, NC 28403

Randy Driskill (CRD# 2420740) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Wilmington, NC and has over 28 years of experience in the finance industry.

40
Henry O. Dunbar
CRD#: 4595498
4300 Six Forks Road, Raleigh, NC 27609

Henry Dunbar (CRD# 4595498) 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.

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