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).

By the Numbers
  • Total Assets Under Management
    1,527
    MILLION
  • Total Number of Accounts
    5,949
    ACCOUNTS
  • Average Account Value
    $256,604
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at First Citizens Investor Services, Inc.
Showing 41 - 50 of 239 top financial advisors.
41
Ryan Ferguson
CRD#: 6590470
128 South Tryon Street, Charlotte, NC 28202

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.

42
Kelly D. Finger
CRD#: 4899152
9654 Lavonia Road, Carnesville, GA 30521

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.

43
Brandie T. Fintchre
CRD#: 4791987
4300 Six Forks Road, Raleigh, NC 27609

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.

44
Neil C. Firth
CRD#: 4716683
440 S. College Rd., Wilmington, NC 28403

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.

45
Jodi J. Fravor
CRD#: 5098755
1230 Main Street, Columbia, SC 29201

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.

46
Laura C. Frushone
CRD#: 2250345
2005 Clark Avenue, Raleigh, NC 27605

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.

47
Ashley M. Gallion
CRD#: 5138250
217 North Sterling Street, Morganton, NC 28655

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.

48
Connie S. Gardner
CRD#: 2992077
100 E. Tryon Road, Mail Code: Dac19, Raleigh, NC 27603

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.

49
Darrell E. Goforth
CRD#: 4775626
128 South Tryon Street, Charlotte, NC 28202

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.

50
Edwina R. Gowan
CRD#: 4974531
217 North Sterling Street, Morganton, NC 28655

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.

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