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Financial ADVSR advisor directory · SEC adviser records

First Citizens Investor Services, Inc. financial advisors in California

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

The short answer

19 registered advisors work at First Citizens Investor Services, Inc. in California, out of 370 nationwide; it's the firm's number 3 state by advisors, and the most are in Pasadena (9). 1 list the CFP designation and 19 are also registered broker representatives.

First Citizens Investor Services, Inc. advisors by city in California

Every firm in California →

Pasadena 9San Francisco 4San Diego 3Beverly Hills 1Menlo Park 1

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

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

First Citizens Investor Services, Inc. in other states

North Carolina 216South Carolina 61Massachusetts 16Florida 11Virginia 10Georgia 9Pennsylvania 5Arkansas 3Arizona 3Kansas 3New York 3

Questions

How many First Citizens Investor Services, Inc. financial advisors are in California?

19 investment adviser representatives are registered at First Citizens Investor Services, Inc. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 370 at the firm nationwide. 1 list the CFP designation and 19 are also registered as broker representatives.

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

Pasadena, with 9, then San Francisco (4). First Citizens Investor Services, Inc. has advisors in 5 cities in California.

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

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.