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 61 - 70 of 219 top financial advisors.
61
Edward B. Harris
CRD#: 3168745
4300 Six Forks Road, Raleigh, NC 27609

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.

62
Theresa L. Harris
CRD#: 3270165
100 E. Tryon Road, Mail Code: Dac19, Raleigh, NC 27603

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.

63
Ryan J. Hedlund
CRD#: 6414124
9800 Two Notch Rd., Columbia, SC 29223

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.

64
Jacob L. Hedrick
CRD#: 5851695
604 S. Main St., King, NC 27021

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.

65
Paula K. Heffron
CRD#: 4901921
4300 Six Forks Road, Raleigh, NC 27609

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.

66
Jeffrey S. Hellerstedt
CRD#: 4488432
4300 Six Forks Road, Raleigh, NC 27609

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.

67
Janet H. Herring
CRD#: 5553969
800 N. Queen St., Kinston, NC 28501

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.

68
William F. Hester
CRD#: 2628116
2106 Hendersonville Rd., Arden, NC 28704

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.

69
Vanya J. Hines
CRD#: 2723909
683 Bultman Drive, Sumter, SC 29150

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.

70
Jonathan N. Hollie
CRD#: 5534535
685 West Main St., Danville, VA 24541

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.

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