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
Aaron Emory (CRD# 7354583) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 2 years of experience in the finance industry.
David Emswiler (CRD# 4495416) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 22 years of experience in the finance industry.
Ashley Fowler (CRD# 6875187) 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.
Mary Ghobry (CRD# 5955629) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Pasadena, CA and has over 12 years of experience in the finance industry.
William Gibson (CRD# 7061647) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 4 years of experience in the finance industry.
Stanley Godwin (CRD# 5193538) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Greensboro, NC and has over 17 years of experience in the finance industry.
Robert Grady (CRD# 7399949) 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.
Joseph Grant (CRD# 7553016) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has 1 year of experience in the finance industry.
William Gupton (CRD# 5812173) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 12 years of experience in the finance industry.
Melissa Hardee (CRD# 6852410) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Moncks Corner, SC and has over 6 years of experience in the finance industry.