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
Robert Spires (CRD# 2311376) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 31 years of experience in the finance industry.
Jonathan Steiner (CRD# 2157249) 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.
Albert Stephens (CRD# 6587161) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 8 years of experience in the finance industry.
Kelly Sullivan (CRD# 2956562) 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 Sumner (CRD# 5053056) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Clinton, NC and has over 17 years of experience in the finance industry.
Michael Taylor (CRD# 6849295) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Wilmington, NC and has over 6 years of experience in the finance industry.
Dan Thomason (CRD# 4875650) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Durham, NC and has over 19 years of experience in the finance industry.
Todd Tillotson (CRD# 2232375) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 32 years of experience in the finance industry.
Thad Tucker (CRD# 2876072) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Madison, NC and has over 26 years of experience in the finance industry.
Joseph Turecky (CRD# 5457807) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Boone, NC and has over 11 years of experience in the finance industry.