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First Citizens Investor Services, Inc.
Raleigh, North Carolina
First Citizens Investor Services, Inc. is a prominent regional investment advisory firm headquartered in Raleigh, NC, boasting an extensive network of 74 offices. With a team of 250 dedicated professionals, including 138 experienced investment advisors, the company has established a strong presence in the financial industry.
With an average of approximately $11,060,000 in assets under management per investment advisor, First Citizens Investor Services, Inc. has demonstrated a remarkable track record of effectively growing and managing client portfolios. Their compensation structure encompasses various types, such as a percentage ...see more
Assets Under Mgmt
$1.53B
Investment Professionals
138
Locations
73
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Other Business Activities
- Broker-dealer (Registered or unregistered)
- Insurance broker or agent
Disclosures
- SEC or CFTC found with a false statement or omission
- SEC or CFTC violation of regulation or statutes
- SEC or CFTC entered an order against you in connection to investment related activities
- SEC or CFTC imposed civil money penalty or cease and desist from an activity
- Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Reviews for First Citizens Investor Services, Inc.
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