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
Jason Vieira (CRD# 5062229) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 18 years of experience in the finance industry.
Efren Vintimilla (CRD# 6552526) 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.
Jonathan Wakin (CRD# 5932705) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Durham, NC and has over 9 years of experience in the finance industry.
David Walters (CRD# 3192566) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Wilmington, NC and has over 25 years of experience in the finance industry.
Jackey Webb (CRD# 5556114) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Waynesville, NC and has over 12 years of experience in the finance industry.
Kim Weber (CRD# 2795815) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Louisburg, NC and has over 27 years of experience in the finance industry.
Jennifer Weed (CRD# 5136240) 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.
Gregory Weiss (CRD# 4212616) 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.
Sonya Wentz (CRD# 2515304) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Danville, VA and has over 29 years of experience in the finance industry.
Kelly West (CRD# 6804030) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 6 years of experience in the finance industry.