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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

8 registered advisors work at First Citizens Investor Services, Inc. in Mooresville, out of 370 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 8 are also registered broker representatives.

First Citizens Investor Services, Inc. advisors in Mooresville, 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 8Atlanta, GA 7Ft Lauderdale, FL 7Washington, PA 5Greenville, NC 4San Francisco, CA 4Asheville, NC 3Danville, VA 3Durham, NC 3

Other firms in Mooresville

All Mooresville advisors →

Edward Jones 11LPL Financial LLC 10Wells Fargo Clearing Services, LLC 6Everstar Asset Management, LLC 5Namcoa 4Raymond James Financial Services Advisors, Inc. 4Tiaa-Cref Individual & Institutional Services, LLC 4Truist Advisory Services, Inc. 4Cambridge Investment Research Advisors, Inc. 3Castle Wealth Group 3Cetera Investment Advisers LLC 3Fifth Third Securities, Inc. 3

Questions

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

8 investment adviser representatives are registered at First Citizens Investor Services, Inc. offices in Mooresville, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 370 nationwide. 0 list the CFP designation and 8 are also registered as broker representatives.

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

First Citizens Investor Services, Inc. ranks number 3 in Mooresville by registered advisors; Edward Jones has the most, with 11.

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

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.