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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

14 registered advisors work at First Citizens Investor Services, Inc. in Wilmington, out of 370 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 14 are also registered broker representatives.

First Citizens Investor Services, Inc. advisors in Wilmington, 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 16Pasadena, 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 Wilmington

All Wilmington advisors →

Wells Fargo Clearing Services, LLC 67Edward Jones 24Wells Fargo Advisors Financial Network, LLC 20Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Commonwealth Financial Network 16Raymond James Financial Services Advisors, Inc. 14Morgan Stanley 13Raymond James & Associates, Inc. 13UBS Financial Services Inc. 12Captrust 10Cetera Investment Advisers LLC 10RBC Capital Markets, LLC 10

Questions

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

14 investment adviser representatives are registered at First Citizens Investor Services, Inc. offices in Wilmington, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 370 nationwide. 0 list the CFP designation and 14 are also registered as broker representatives.

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

First Citizens Investor Services, Inc. ranks number 6 in Wilmington by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 67.

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

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.