Christopher Bettis, financial advisor Raleigh NC

Christopher Bettis

CRD Number: 4225027
Current Firm: First Citizens Investor Services, Inc.

Christopher Bettis (CRD# 4225027) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 21 years of experience in the finance industry. Christopher Bettis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
First Citizens Bank Greensboro, NC Sep 2016 - Current 5
First Citizens Investor Services Raleigh, NC Sep 2016 - Current 5
Lpl Financial LLC Winston Salem, NC Jan 2014 - Sep 2016 2
High Point Bank Winston Salem, NC Jan 2014 - Sep 2016 2
John Hancock Winston-salem, NC Dec 2008 - Jan 2014 5
John Hancock Distributors LLC Boston, MA Dec 2008 - Jan 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
Contact Info for Christopher H. Bettis
Phone Number: 800-229-0205
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,625
    MILLIONS
  • Total Number of Accounts
    5,099
    ACCOUNTS
  • Average Account Value
    $318,616
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CA, CO, FL, GA, IL, IN, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TN, TX, VA, WA, WV

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