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Financial ADVSR advisor directory · SEC adviser records

First Citizens Investor Services, Inc. financial advisors in Durham, NC

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

The short answer

4 registered advisors work at First Citizens Investor Services, Inc. in Durham, out of 370 at the firm nationwide; it ranks number 19 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

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

Every First Citizens Investor Services, Inc. advisor →

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

First Citizens Investor Services, Inc. advisors in other cities

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 4Greensboro, NC 4Hendersonville, NC 4

Other firms in Durham

All Durham advisors →

Strategic Advisers LLC 235Edward Jones 30Verity Asset Management 27Tiaa-Cref Individual & Institutional Services, LLC 20Valic Financial Advisors, Inc. 20Cetera Investment Advisers LLC 12Northwestern Mutual Investment Services, LLC 8Raymond James Financial Services Advisors, Inc. 8LPL Financial LLC 7Slp Wealth 7State Farm Investment Management Corp. 7Wells Fargo Clearing Services, LLC 6

Questions

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

4 investment adviser representatives are registered at First Citizens Investor Services, Inc. offices in Durham, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 370 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is First Citizens Investor Services, Inc. one of the largest advisor employers in Durham?

First Citizens Investor Services, Inc. ranks number 19 in Durham by registered advisors; Strategic Advisers LLC has the most, with 235.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.