Financial ADVSR advisor directory · SEC adviser records
First Citizens Investor Services, Inc. financial advisors in Virginia
Every SEC-registered investment adviser representative at a First Citizens Investor Services, Inc. office in Virginia, by city and A to Z.
The short answer
11 registered advisors work at First Citizens Investor Services, Inc. in Virginia, out of 370 nationwide; it's the firm's number 6 state by advisors, and the most are in Danville (3). 0 list the CFP designation and 11 are also registered broker representatives.
First Citizens Investor Services, Inc. advisors by city in Virginia
Every firm in Virginia →Danville 3Richmond 3Galax 1Harrisonburg 1Roanoke 1Winchester 1
First Citizens Investor Services, Inc. advisors in Virginia, A to Z
Search by name →- Nancy AdamsDanville
- Umar F. AliRockingham
- Angeles P. AtkinsonChatham
- Nikolas R. BooneRoanoke
- Colleen M. DixonRichmond
- Jonathan N. HollieDanville
- Stuart B. LipsteuerRichmond
- Craig D. SaurerHarrisonburg
- Scott K. ShriverRichmond
- Scott SterrettRichmond
- Sonya C. WentzDanville
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 61California 18Massachusetts 16Florida 11Georgia 9Pennsylvania 5Arkansas 3Arizona 3Kansas 3New York 3
Questions
How many First Citizens Investor Services, Inc. financial advisors are in Virginia?
11 investment adviser representatives are registered at First Citizens Investor Services, Inc. offices in Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 370 at the firm nationwide. 0 list the CFP designation and 11 are also registered as broker representatives.
Where in Virginia does First Citizens Investor Services, Inc. have the most advisors?
Danville, with 3, then Richmond (3). First Citizens Investor Services, Inc. has advisors in 6 cities in Virginia.
How do I check a First Citizens Investor Services, Inc. advisor in Virginia?
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.