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
Alan Gray (CRD# 4859469) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 13 years of experience in the finance industry.
Lauren Greene (CRD# 5364245) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 7 years of experience in the finance industry.
Daniel Griffin (CRD# 2227095) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Fayetteville, NC and has over 32 years of experience in the finance industry.
Ryan Gripper (CRD# 6122710) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 11 years of experience in the finance industry.
Christopher Gruin (CRD# 5909453) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 9 years of experience in the finance industry.
Stephanie Guanzini (CRD# 5664075) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Wilmington, NC and has over 14 years of experience in the finance industry.
Dara Haney (CRD# 4777817) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 20 years of experience in the finance industry.
Kevin Harper (CRD# 2248422) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Rock Hill, SC and has over 15 years of experience in the finance industry.
Edward Harris (CRD# 3168745) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 25 years of experience in the finance industry.
Theresa Harris (CRD# 3270165) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 24 years of experience in the finance industry.