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
Marie Rose Zoutomou (CRD# 5143843) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 17 years of experience in the finance industry.
Nancy Adams (CRD# 5037872) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Danville, VA and has over 17 years of experience in the finance industry.
Angela Allen (CRD# 4249701) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 23 years of experience in the finance industry.
Alexander Andrews (CRD# 6689453) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Toccoa, GA and has over 7 years of experience in the finance industry.
Angeles Atkinson (CRD# 4994411) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Chatham, VA and has over 16 years of experience in the finance industry.
Paige Barham (CRD# 6566515) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Roanoke, VA and has over 8 years of experience in the finance industry.
Jesse Bencivenga (CRD# 4308850) 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.
Zachary Bolling (CRD# 7490205) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 2 years of experience in the finance industry.
Matthew Brandon (CRD# 6895953) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Richmond, VA and has over 3 years of experience in the finance industry.
Barbara Bridges (CRD# 4909307) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Hendersonville, NC and has over 19 years of experience in the finance industry.