First Citizens Investor Services, Inc.
First Citizens Investor Services, Inc. (CRD# 44430) is a financial advisory firm headquartered in Raleigh, NC. They manage $1,729,333,096 in 6,086 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management1,729MILLION
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Total Number of Accounts6,086ACCOUNTS
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Average Account Value$284,149
- 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, DE, FL, GA, IL, LA, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TN, TX, UT, VA, WA, WI, WV
Nicholas Loeper (CRD# 5606846) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 15 years of experience in the finance industry.
Michele Lowery (CRD# 6613710) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 8 years of experience in the finance industry.
Anita Lynch (CRD# 2978950) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Hendersonville, NC and has over 20 years of experience in the finance industry.
David Mallory (CRD# 4594283) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 21 years of experience in the finance industry.
Kenneth Marsh (CRD# 4374091) 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.
Korene Marsh (CRD# 2587362) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Jacksonville, NC and has over 29 years of experience in the finance industry.
James Martin (CRD# 5392728) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Goldsboro, NC and has over 16 years of experience in the finance industry.
James Martin (CRD# 2878050) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Greensboro, NC and has over 26 years of experience in the finance industry.
Erin McCaskill (CRD# 4501409) 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.
Stephen McCormack (CRD# 5060266) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Durham, NC and has over 18 years of experience in the finance industry.