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Financial ADVSR advisor directory · SEC adviser records

First Citizens Asset Management, Inc. financial advisors in South Carolina

Every SEC-registered investment adviser representative at a First Citizens Asset Management, Inc. office in South Carolina, by city and A to Z.

The short answer

20 registered advisors work at First Citizens Asset Management, Inc. in South Carolina, out of 62 nationwide; it's the firm's number 2 state by advisors, and the most are in Columbia (9). 2 list the CFP designation and 20 are also registered broker representatives.

First Citizens Asset Management, Inc. advisors by city in South Carolina

Every firm in South Carolina →

Columbia 9Summerville 3Greenville 2Aiken 1Anderson 1Andrews 1Cayce 1Charleston 1Myrtle Beach 1

First Citizens Asset Management, Inc. advisors in South Carolina, A to Z

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

First Citizens Asset Management, Inc. in other states

North Carolina 32Georgia 3Virginia 3

Questions

How many First Citizens Asset Management, Inc. financial advisors are in South Carolina?

20 investment adviser representatives are registered at First Citizens Asset Management, Inc. offices in South Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 62 at the firm nationwide. 2 list the CFP designation and 20 are also registered as broker representatives.

Where in South Carolina does First Citizens Asset Management, Inc. have the most advisors?

Columbia, with 9, then Summerville (3). First Citizens Asset Management, Inc. has advisors in 9 cities in South Carolina.

How do I check a First Citizens Asset Management, Inc. advisor in South Carolina?

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 Asset Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.