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
Jared Davison (CRD# 5621895) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 13 years of experience in the finance industry.
Roberta Dawson (CRD# 5163308) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 17 years of experience in the finance industry.
Traci Diblasio (CRD# 4341009) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Weaverville, NC and has over 22 years of experience in the finance industry.
Robert Dickinson (CRD# 2465795) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Rogers, AR and has over 30 years of experience in the finance industry.
Randy Driskill (CRD# 2420740) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Wilmington, NC and has over 30 years of experience in the finance industry.
Henry Dunbar (CRD# 4595498) 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.
David Durham (CRD# 6994235) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Sumter, SC and has over 5 years of experience in the finance industry.
Robert Dykes (CRD# 5711311) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 14 years of experience in the finance industry.
James Earle (CRD# 6246218) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in New Bern, NC and has over 10 years of experience in the finance industry.
Troy Fairbank (CRD# 5005222) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Durham, NC and has over 18 years of experience in the finance industry.