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Financial ADVSR advisor directory · SEC adviser records

First Citizens Investor Services, Inc. financial advisors in Phoenix, AZ

Every SEC-registered investment adviser representative at a First Citizens Investor Services, Inc. office in Phoenix, A to Z.

The short answer

2 registered advisors work at First Citizens Investor Services, Inc. in Phoenix, out of 370 at the firm nationwide; it ranks number 74 in the city by advisors. 0 list the CFP designation and 2 are also registered broker representatives.

First Citizens Investor Services, Inc. advisors in Phoenix, A to Z

Every First Citizens Investor Services, Inc. advisor →

First Citizens Investor Services, Inc. advisors in every city and state →First Citizens Investor Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

First Citizens Investor Services, Inc. advisors in other cities

Raleigh, NC 86Charlotte, NC 55Columbia, SC 26Boston, MA 16Pasadena, CA 14Wilmington, NC 11Mooresville, NC 9Moncks Corner, SC 8Ft Lauderdale, FL 7Atlanta, GA 6Greenville, SC 6Washington, PA 5Asheville, NC 4Durham, NC 4Greensboro, NC 4

Other firms in Phoenix

All Phoenix advisors →

Charles Schwab & Co., Inc. 425Schwab Wealth Advisory, Inc. 257Foundations Investment Advisors LLC 120Cetera Investment Advisers LLC 96Merrill Lynch, Pierce, Fenner & Smith Incorporated 92J.P. Morgan Securities LLC 81Strategic Advisers LLC 61LPL Financial LLC 58UBS Financial Services Inc. 50Edelman Financial Engines 45Morgan Stanley 41Brookwood Investment Group 34

Questions

How many financial advisors does First Citizens Investor Services, Inc. have in Phoenix?

2 investment adviser representatives are registered at First Citizens Investor Services, Inc. offices in Phoenix, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 370 nationwide. 0 list the CFP designation and 2 are also registered as broker representatives.

Is First Citizens Investor Services, Inc. one of the largest advisor employers in Phoenix?

First Citizens Investor Services, Inc. ranks number 74 in Phoenix by registered advisors; Charles Schwab & Co., Inc. has the most, with 425.

How do I check a First Citizens Investor Services, Inc. advisor in Phoenix?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the First Citizens Investor Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.