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).
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Total Assets Under Management1,625MILLION
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Total Number of Accounts5,099ACCOUNTS
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Average Account Value$318,616
- 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)
CA, CO, FL, GA, IL, IN, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV
Edward Harris (CRD# 3168745) 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. Edward Harris 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.
Theresa Harris (CRD# 3270165) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 22 years of experience in the finance industry.
Ryan Hedlund (CRD# 6414124) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 7 years of experience in the finance industry.
Jacob Hedrick (CRD# 5851695) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in King, NC and has over 11 years of experience in the finance industry.
Paula Heffron (CRD# 4901921) 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. Paula Heffron 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.
Jeffrey Hellerstedt (CRD# 4488432) 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.
Janet Herring (CRD# 5553969) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Kinston, NC and has over 13 years of experience in the finance industry.
William Hester (CRD# 2628116) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Arden, NC and has over 26 years of experience in the finance industry. William Hester 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.
Vanya Hines (CRD# 2723909) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Sumter, SC and has over 26 years of experience in the finance industry.
Jonathan Hollie (CRD# 5534535) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Danville, VA and has over 13 years of experience in the finance industry.