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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

91 registered advisors work at First Citizens Investor Services, Inc. in Raleigh, out of 370 at the firm nationwide; it ranks number 4 in the city by advisors. 16 list the CFP designation and 89 are also registered broker representatives.

First Citizens Investor Services, Inc. advisors in Raleigh, 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

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

Other firms in Raleigh

All Raleigh advisors →

Wells Fargo Clearing Services, LLC 123Captrust 120Merrill Lynch, Pierce, Fenner & Smith Incorporated 92Strategic Advisers LLC 86Morgan Stanley 85Edward Jones 71LPL Financial LLC 65Capital Investment Advisory Services, LLC 62Credit Union Investment Services 52Osaic Wealth, Inc. 51Ameriprise Financial Services, LLC 50Truist Advisory Services, Inc. 49

Questions

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

91 investment adviser representatives are registered at First Citizens Investor Services, Inc. offices in Raleigh, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 370 nationwide. 16 list the CFP designation and 89 are also registered as broker representatives.

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

First Citizens Investor Services, Inc. ranks number 4 in Raleigh by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 123.

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

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.