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).
-
Total Assets Under Management1,729MILLION
-
Total Number of Accounts6,086ACCOUNTS
-
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
Thomas Brunson (CRD# 5132757) 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.
Zachary Callahan (CRD# 7213962) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Irmo, SC and has over 3 years of experience in the finance industry.
Kristine Carothers (CRD# 6923272) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Spartanburg, SC and has over 3 years of experience in the finance industry.
Grant Catoe (CRD# 4084102) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 2 years of experience in the finance industry.
Kasie Craven (CRD# 7286476) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 3 years of experience in the finance industry.
Michael D'amelio (CRD# 7180238) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 3 years of experience in the finance industry.
Charles Dickinson (CRD# 7613897) 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.
Colleen Dixon (CRD# 6134721) 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.
April Dutcher (CRD# 5357697) 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.
Mark Eley (CRD# 6691204) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Greenville, SC and has over 2 years of experience in the finance industry.