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Financial ADVSR advisor directory · SEC adviser records

First Citizens Investor Services, Inc. financial advisors in North Carolina

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

The short answer

219 registered advisors work at First Citizens Investor Services, Inc. in North Carolina, out of 370 nationwide; it's the firm's number 1 state by advisors, and the most are in Raleigh (86). 30 list the CFP designation and 217 are also registered broker representatives.

First Citizens Investor Services, Inc. advisors by city in North Carolina

Every firm in North Carolina →

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. advisors in North Carolina, 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

South Carolina 63California 19Massachusetts 16Virginia 11Florida 10Georgia 7Pennsylvania 5Arkansas 4Kansas 3New York 3

Questions

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

219 investment adviser representatives are registered at First Citizens Investor Services, Inc. offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 370 at the firm nationwide. 30 list the CFP designation and 217 are also registered as broker representatives.

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

Raleigh, with 86, then Charlotte (55). First Citizens Investor Services, Inc. has advisors in 41 cities in North Carolina.

How do I check a First Citizens Investor Services, Inc. advisor in North 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 Investor Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.