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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

4 registered advisors work at First Citizens Investor Services, Inc. in Greenville, out of 370 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

First Citizens Investor Services, Inc. advisors in Greenville, 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 91Charlotte, NC 54Columbia, SC 31Boston, MA 16Wilmington, NC 14Pasadena, CA 9Moncks Corner, SC 8Mooresville, NC 8Atlanta, GA 7Ft Lauderdale, FL 7Washington, PA 5San Francisco, CA 4Asheville, NC 3Danville, VA 3Durham, NC 3

Other firms in Greenville

All Greenville advisors →

Wells Fargo Clearing Services, LLC 17Edward Jones 10Carolina Wealth Management, Inc. 8Capital Analysts 7Raymond James & Associates, Inc. 7H. L. Ormond & Company, LLC 5Ameriprise Financial Services, LLC 4Cetera Investment Advisers LLC 4Credit Union Investment Services 4Equitable Advisors, LLC 4Truist Advisory Services, Inc. 4Geneos Wealth Management, Inc. 3

Questions

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

4 investment adviser representatives are registered at First Citizens Investor Services, Inc. offices in Greenville, 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 Greenville?

First Citizens Investor Services, Inc. ranks number 11 in Greenville by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 17.

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

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.