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
Benjamin Ingram (CRD# 4919595) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 19 years of experience in the finance industry.
Frank Ives (CRD# 4723850) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Greenville, SC and has over 20 years of experience in the finance industry.
Fredena James (CRD# 4478549) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 5 years of experience in the finance industry.
Brandon Johnson (CRD# 5949344) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 12 years of experience in the finance industry.
Mitchell Johnson (CRD# 5686750) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Wilmington, NC and has over 9 years of experience in the finance industry.
Robert Johnson (CRD# 5550457) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 14 years of experience in the finance industry.
Angela Johnson-Moore (CRD# 2485513) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Wilmington, NC and has over 29 years of experience in the finance industry.
Christopher Jones (CRD# 5984419) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charleston, SC and has over 10 years of experience in the finance industry.
Kerrick Keenan (CRD# 2723259) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charleston, SC and has over 28 years of experience in the finance industry.
Johnna Kendrick (CRD# 5204334) 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.