Connie Gardner (CRD# 2992077) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 26 years of experience in the finance industry.
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
CRD# 2756872
Absher Wealth Management, LLC
CRD# 5412830
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Citizens Investor Services | Raleigh, NC | Aug 2016 - Current | 7 |
| First Citizens Investor Services | Raleigh, NC | Jan 2007 - Aug 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 1998 |
- NC
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Total Assets Under Management1,729MILLIONS
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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
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