Adviser and broker representative · First Citizens Investor Services, Inc.
Charles R. Dickinson Jr.
CRD 7613897 · Raleigh, NC
At a glance
Charles R. Dickinson Jr. is an investment adviser representative with First Citizens Investor Services, Inc. in Raleigh, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Charles’s SEC record dates to 2022, about 4 years ago. Charles is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- First Citizens Investor Services, Inc.Since October 2022Raleigh, NC · $2.6B in regulatory assets
- First Citizens Asset Management, Inc.Since October 2022Raleigh, NC · $465M in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Charles’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at First Citizens Investor Services, Inc.
- Heather J. AdamsRaleigh
- Joshua L. AlfordRaleigh · Certified Financial Planner
- Brian J. AndersonRaleigh
- Demaris K. ArceneauxRaleigh
- David K. BeanRaleigh
- Jesse S. BencivengaRaleigh
- David L. BiliterRaleigh · Certified Financial Planner
- Amanda K. BlackRaleigh
Every advisor at First Citizens Investor Services, Inc. →First Citizens Investor Services, Inc.: assets, clients and custodians →Financial advisors in Raleigh, NC →Every First Citizens Investor Services, Inc. advisor in Raleigh →Advisor Moves: who changed firms this week →