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
Cynthia White (CRD# 5026841) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 18 years of experience in the finance industry.
Isaac White (CRD# 6135638) 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.
Ricky Whitley (CRD# 5912567) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has 1 year of experience in the finance industry.
Jay Wilderman (CRD# 4146951) 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.
Cynthia Williams (CRD# 6232232) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 8 years of experience in the finance industry.
Michael Williamson (CRD# 5963437) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charleston, SC and has over 12 years of experience in the finance industry.
Kenneth Wilson (CRD# 5134789) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Wilmington, NC and has over 17 years of experience in the finance industry.
Michael Wilson (CRD# 4301352) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 19 years of experience in the finance industry.
Jeffrey Winneberger (CRD# 4074496) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Richmond, VA and has over 23 years of experience in the finance industry.
Troy Young (CRD# 2408465) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Lancaster, SC and has over 30 years of experience in the finance industry.