First Citizens Investor Services, Inc.
First Citizens Investor Services, Inc. (CRD# 44430) is a financial advisory firm headquartered in Raleigh, NC. They manage $1,526,535,778 in 5,949 accounts and serve the financial needs of clients across 25 states (or territories).
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Total Assets Under Management1,527MILLION
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Total Number of Accounts5,949ACCOUNTS
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Average Account Value$256,604
- 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, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WI, WV
Ryan Ferguson (CRD# 6590470) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 7 years of experience in the finance industry.
Kelly Finger (CRD# 4899152) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Carnesville, GA and has over 19 years of experience in the finance industry.
Brandie Fintchre (CRD# 4791987) 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.
Neil Firth (CRD# 4716683) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Wilmington, NC and has over 5 years of experience in the finance industry.
Jodi Fravor (CRD# 5098755) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 17 years of experience in the finance industry.
Laura Frushone (CRD# 2250345) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 31 years of experience in the finance industry.
Ashley Gallion (CRD# 5138250) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Morganton, NC and has over 17 years of experience in the finance industry.
Connie Gardner (CRD# 2992077) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 26 years of experience in the finance industry.
Darrell Goforth (CRD# 4775626) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 19 years of experience in the finance industry.
Edwina Gowan (CRD# 4974531) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Morganton, NC and has over 17 years of experience in the finance industry.