Adviser and broker representative · First Citizens Investor Services, Inc.
Thomas S. Owens III
CRD 5323674 · Hendersonville, NC
At a glance
Thomas S. Owens III is an investment adviser representative with First Citizens Investor Services, Inc. in Hendersonville, NC, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Thomas’s SEC record dates to 2007, about 19 years ago. Thomas is also registered as a broker representative.
Current advisory firm
- First Citizens Investor Services, Inc.Since June 2011Hendersonville, NC · $2.6B in regulatory assets
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Thomas’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
- 1 firmLocked
- 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.
- Barbara C. BridgesHendersonville
- Eric B. CannonHendersonville · Certified Financial Planner
- Anita J. LynchHendersonville
- Casey PondHendersonville
- Heather J. AdamsRaleigh
- Nancy AdamsDanville
- Erik C. AlexanderFt Lauderdale
- Joshua L. AlfordRaleigh · Certified Financial Planner
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