Adviser and broker representative · First Citizens Investor Services, Inc.
Kenneth G. Duncan
CRD 2100838 · Raleigh, NC
At a glance
Kenneth G. Duncan 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 Kenneth’s SEC record dates to 2001, about 25 years ago. Kenneth is also registered as a broker representative.
Current advisory firms
- First Citizens Investor Services, Inc.Since September 2025Raleigh, NC · $2.6B in regulatory assets
- First Citizens Asset Management, Inc.Since June 2026Raleigh, NC · $465M in regulatory assets
- Svb WealthSince June 2026Raleigh, NC · $3.1B in regulatory assets
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- None on file
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Kenneth’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
- 6 firmsLocked
- 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
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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.