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 41 - 50 of 219 top financial advisors.
41
David W. Durham
CRD#: 6994235
201 N. Washington St., Sumter, SC 29150

David Durham (CRD# 6994235) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Sumter, SC and has over 3 years of experience in the finance industry.

42
Robert E. Dykes
CRD#: 5711311
100 E. Tryon Road, Mail Code: Dac19, Raleigh, NC 27603

Robert Dykes (CRD# 5711311) 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.

43
James P. Earle
CRD#: 6246218
3490 Martin Luther King Jr. Blvd., New Bern, NC 28562

James Earle (CRD# 6246218) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in New Bern, NC and has over 8 years of experience in the finance industry.

44
Troy L. Fairbank
CRD#: 5005222
5417 Page Road, Durham, NC 27709

Troy Fairbank (CRD# 5005222) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Durham, NC and has over 16 years of experience in the finance industry.

45
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 17 years of experience in the finance industry. Kelly Finger 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.

46
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 9 years of experience in the finance industry. Brandie Fintchre 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.

47
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 4 years of experience in the finance industry.

48
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 29 years of experience in the finance industry.

49
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 15 years of experience in the finance industry.

50
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 24 years of experience in the finance industry.

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