First Financial Group

First Financial Group (CRD# 134006) is a financial advisory firm headquartered in Raleigh, NC. They manage $120,600,000 in 600 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    600
    ACCOUNTS
  • Average Account Value
    $201,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at First Financial Group
Showing 1 - 3 of 3 top financial advisors.
1
Tommy G. Lewis
CRD#: 1964734
1100 Logger Ct, #b101, Raleigh, NC 27609
96
Wealthminder
score

Tommy Lewis (CRD# 1964734) is an Investment Advisor Representative working at First Financial Group in Raleigh, NC and has over 28 years of experience in the finance industry.

2
Kurt G. Underhill
CRD#: 4591956
1100 Logger Ct, #b101, Raleigh, NC 27609
93
Wealthminder
score

Kurt Underhill (CRD# 4591956) is an Investment Advisor Representative working at First Financial Group in Raleigh, NC and has over 15 years of experience in the finance industry.

3
Elizabeth A. Ward
CRD#: 5401219
1100 Logger Ct, #b101, Raleigh, NC 27609
93
Wealthminder
score

Elizabeth Ward (CRD# 5401219) is an Investment Advisor Representative working at First Financial Group in Raleigh, NC and has over 9 years of experience in the finance industry.

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