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
Jacob Hedrick (CRD# 5851695) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in King, NC and has over 13 years of experience in the finance industry.
Paula Heffron (CRD# 4901921) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 19 years of experience in the finance industry.
Jeffrey Hellerstedt (CRD# 4488432) 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.
Janet Herring (CRD# 5553969) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Kinston, NC and has over 15 years of experience in the finance industry.
William Hester (CRD# 2628116) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Arden, NC and has over 28 years of experience in the finance industry.
Vanya Hines (CRD# 2723909) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Sumter, SC and has over 28 years of experience in the finance industry.
Jonathan Hollie (CRD# 5534535) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Danville, VA and has over 15 years of experience in the finance industry.
Steven Holt (CRD# 5317530) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Roanoke, VA and has over 16 years of experience in the finance industry.
Marc Horgan (CRD# 6911871) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 5 years of experience in the finance industry.
Gina Houser (CRD# 2341905) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Boonville, NC and has over 30 years of experience in the finance industry.