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Financial ADVSR advisor directory · SEC adviser records

First Citizens Investor Services, Inc. financial advisors

Every SEC-registered investment adviser representative at First Citizens Investor Services, Inc., by the state and city of the office they work from.

The short answer

370 registered advisors work at First Citizens Investor Services, Inc., in 20 states and 93 cities; the most are in Raleigh, NC (86). 42 list the CFP designation and 367 are also registered broker representatives.

Search every First Citizens Investor Services, Inc. advisor by name →Who joined and left First Citizens Investor Services, Inc. →First Citizens Investor Services, Inc.: assets, clients and custodians →

Cities with the most First Citizens Investor Services, Inc. advisors

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 4Hendersonville, NC 4Richmond, VA 4Cayce, SC 3Danville, VA 3Greenville, NC 3New York, NY 3Arden, NC 2Boone, NC 2Charleston, SC 2Derby, KS 2Florence, SC 2Goldsboro, NC 2Hickory, NC 2Jacksonville, NC 2Lancaster, SC 2

First Citizens Investor Services, Inc. advisors by state

First Citizens Investor Services, Inc. in North Carolina 219

Raleigh 86Charlotte 55Wilmington 11Mooresville 9Asheville 4Durham 4Greensboro 4Hendersonville 4Greenville 3Arden 2Boone 2Goldsboro 2Hickory 2Jacksonville 2Louisburg 2Morganton 2Boonville 1Cary 1Clemmons 1Clinton 1Dunn 1Fayetteville 1High Point 1Hope Mills 1King 1Kinston 1Knightdale 1Lincolnton 1Madison 1Marion 1Murphy 1Newport 1Oriental 1Pinehurst 1Richlands 1Smithfield 1Southport 1Swansboro 1Waynesville 1Wilson 1Winston-Salem 1

First Citizens Investor Services, Inc. in South Carolina 63

Columbia 26Moncks Corner 8Greenville 6Cayce 3Charleston 2Florence 2Lancaster 2Rock Hill 2Bluffton 1Clemson 1Dillon 1Fort Mill 1Lexington 1Mauldin 1Myrtle Beach 1North Charleston 1Seneca 1Spartanburg 1Summerville 1Sumter 1

First Citizens Investor Services, Inc. in California 19

Pasadena 14San Diego 2Beverly Hills 1Mission Viejo 1San Francisco 1

First Citizens Investor Services, Inc. in Massachusetts 16

Boston 16

First Citizens Investor Services, Inc. in Virginia 11

Richmond 4Danville 3Chatham 1Harrisonburg 1Roanoke 1Rockingham 1

First Citizens Investor Services, Inc. in Florida 10

Ft Lauderdale 7Palm Beach Gardens 2St Petersburg 1

First Citizens Investor Services, Inc. in Georgia 7

Atlanta 6Carnesville 1

First Citizens Investor Services, Inc. in Pennsylvania 5

Washington 5

First Citizens Investor Services, Inc. in Arkansas 4

Maumelle 2Rogers 2

First Citizens Investor Services, Inc. in Kansas 3

Derby 2Leawood 1

First Citizens Investor Services, Inc. in New York 3

New York 3

First Citizens Investor Services, Inc. in Arizona 2

Phoenix 2

First Citizens Investor Services, Inc. in Colorado 1

Denver 1

First Citizens Investor Services, Inc. in Connecticut 1

Thomaston 1

First Citizens Investor Services, Inc. in Minnesota 1

Moorhead 1

First Citizens Investor Services, Inc. in Nebraska 1

Omaha 1

First Citizens Investor Services, Inc. in New Hampshire 1

Thornton 1

First Citizens Investor Services, Inc. in Ohio 1

Pataskala 1

First Citizens Investor Services, Inc. in Tennessee 1

Memphis 1

First Citizens Investor Services, Inc. in Texas 1

Cypress 1

Questions

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

370 investment adviser representatives are registered with First Citizens Investor Services, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 20 states and 93 cities. 42 list the CFP designation and 367 are also registered as broker representatives.

Where does First Citizens Investor Services, Inc. have the most advisors?

Raleigh, NC, with 86 registered advisors, then Charlotte, NC (55). By state, North Carolina has the most, with 219.

How do I find a First Citizens Investor Services, Inc. financial advisor near me?

Pick your state below, then your city, to see every First Citizens Investor Services, Inc. advisor registered at an office there. Each one 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. An advisor registered at First Citizens Investor Services, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →