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
Brett Blankenship (CRD# 5898533) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 13 years of experience in the finance industry.
Nancy Branham (CRD# 5822496) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Sumter, SC and has over 8 years of experience in the finance industry.
Kevin Brock (CRD# 5295509) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Seneca, SC and has over 17 years of experience in the finance industry.
Jason Burkett (CRD# 6721651) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Columbia, SC and has over 7 years of experience in the finance industry.
Timothy Calvert (CRD# 3241077) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Spartanburg, SC and has over 24 years of experience in the finance industry.
Brian Campbell (CRD# 5993158) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Evans, GA and has over 12 years of experience in the finance industry.
Susan Campion (CRD# 2684572) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Greenville, SC and has over 25 years of experience in the finance industry.
Eric Cannon (CRD# 4123975) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Hendersonville, NC and has over 24 years of experience in the finance industry.
Kimberly Carpenter (CRD# 3232556) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Albemarle, NC and has over 24 years of experience in the finance industry.
William Carr (CRD# 6777557) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 6 years of experience in the finance industry.