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
Richard Kidwell (CRD# 3274626) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 13 years of experience in the finance industry.
Ernest Kiefer (CRD# 5396756) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 15 years of experience in the finance industry.
William King (CRD# 4844908) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Atlanta, GA and has over 19 years of experience in the finance industry.
Norman Kirkwood (CRD# 3076391) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Anderson, SC and has over 25 years of experience in the finance industry.
Henry Kowalewski (CRD# 2175517) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Myrtle Beach, SC and has over 32 years of experience in the finance industry.
Christopher Lamb (CRD# 4418087) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Sumter, SC and has over 22 years of experience in the finance industry.
David Lentz (CRD# 4484782) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 22 years of experience in the finance industry.
John Liddicoat (CRD# 2300904) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Raleigh, NC and has over 31 years of experience in the finance industry.
Brett Lindeman (CRD# 6890559) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Pasadena, CA and has over 5 years of experience in the finance industry.
Harold Lockwood (CRD# 5063237) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 18 years of experience in the finance industry.