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
Kimberly Russel-Bowman (CRD# 5128035) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 17 years of experience in the finance industry.
Michael Shaw (CRD# 1413431) 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.
Justin Sheik (CRD# 5955429) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Batesburg, SC and has over 12 years of experience in the finance industry.
Brian Sherwood (CRD# 4584548) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 20 years of experience in the finance industry.
Craig Shively (CRD# 6372818) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 8 years of experience in the finance industry.
Scott Shriver (CRD# 2088848) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Richmond, VA and has over 29 years of experience in the finance industry.
Ricky Sloan (CRD# 6159476) 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.
Angela Smelcer (CRD# 4365662) 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.
Daniel Smith (CRD# 5406316) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 16 years of experience in the finance industry.
Jamie Smothers (CRD# 5092376) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Greensboro, NC and has over 18 years of experience in the finance industry.