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Financial ADVSR advisor directory · SEC adviser records

First Citizens Investor Services, Inc. financial advisors in San Diego, CA

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

The short answer

3 registered advisors work at First Citizens Investor Services, Inc. in San Diego, out of 370 at the firm nationwide; it ranks number 124 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

First Citizens Investor Services, Inc. advisors in San Diego, 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 91Charlotte, NC 54Columbia, SC 31Boston, MA 16Wilmington, NC 14Pasadena, CA 9Moncks Corner, SC 8Mooresville, NC 8Atlanta, GA 7Ft Lauderdale, FL 7Washington, PA 5Greenville, NC 4San Francisco, CA 4Asheville, NC 3Danville, VA 3

Other firms in San Diego

All San Diego advisors →

LPL Financial LLC 742Wells Fargo Clearing Services, LLC 167Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 138UBS Financial Services Inc. 118Strategic Advisers LLC 112Cetera Investment Advisers LLC 104J.P. Morgan Securities LLC 104Park Avenue Securities LLC 71Independent Financial Group, LLC 66Commonwealth Financial Network 62Madison Avenue Securities, LLC 61

Questions

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

3 investment adviser representatives are registered at First Citizens Investor Services, Inc. offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 370 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

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

First Citizens Investor Services, Inc. ranks number 124 in San Diego by registered advisors; LPL Financial LLC has the most, with 742.

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

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.