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 ...
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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
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Articles
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