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
Thomas Owens (CRD# 5323674) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Hendersonville, NC and has over 16 years of experience in the finance industry.
Sumner Parham (CRD# 5068985) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Kinston, NC and has over 18 years of experience in the finance industry.
Carrie Pedersen (CRD# 6533935) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 7 years of experience in the finance industry.
Jeffery Peschel (CRD# 4972783) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Hickory, NC and has over 18 years of experience in the finance industry.
Casey Pond (CRD# 6190138) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Hendersonville, NC and has over 10 years of experience in the finance industry.
Frances Pumphrey (CRD# 5070180) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Lincolnton, NC and has over 16 years of experience in the finance industry.
Michael Reeves (CRD# 2274657) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Atlanta, GA and has over 28 years of experience in the finance industry.
Kevin Renz (CRD# 5256242) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Arden, NC and has over 16 years of experience in the finance industry.
Mary Restrepo (CRD# 4447894) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 11 years of experience in the finance industry.
Gregory Risinger (CRD# 1999473) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 34 years of experience in the finance industry.