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
David Miller (CRD# 3070863) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Newport, NC and has over 25 years of experience in the finance industry.
Robin Miller (CRD# 3025052) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Winston Salem, NC and has over 18 years of experience in the finance industry.
Michael Mordecai (CRD# 6862743) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 6 years of experience in the finance industry.
Donna Morris (CRD# 6610967) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Lyman, SC and has over 8 years of experience in the finance industry.
Karl Mueller (CRD# 2639477) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Cayce, SC and has over 28 years of experience in the finance industry.
Eddie Naylor (CRD# 4908439) 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.
Robert Nimocks (CRD# 6125615) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 11 years of experience in the finance industry.
Patrick Nolan (CRD# 2829580) 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.
Timothy Nugent (CRD# 4165945) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 14 years of experience in the finance industry.
David Owen (CRD# 5507096) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Dunn, NC and has over 15 years of experience in the finance industry.