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Financial ADVSR advisor directory · SEC adviser records

First Citizens Asset Management, Inc. financial advisors in Columbia, SC

Every SEC-registered investment adviser representative at a First Citizens Asset Management, Inc. office in Columbia, A to Z.

The short answer

9 registered advisors work at First Citizens Asset Management, Inc. in Columbia, out of 62 at the firm nationwide; it ranks number 13 in the city by advisors. 2 list the CFP designation and 9 are also registered broker representatives.

First Citizens Asset Management, Inc. advisors in Columbia, A to Z

Every First Citizens Asset Management, Inc. advisor →

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

First Citizens Asset Management, Inc. advisors in other cities

Raleigh, NC 22Charlotte, NC 9Summerville, SC 3Atlanta, GA 2Greenville, SC 2Richmond, VA 2Aiken, SC 1Anderson, SC 1Andrews, SC 1Carnesville, GA 1Cayce, SC 1Charleston, SC 1Fayetteville, AR 1Greenville, NC 1Maumelle, AR 1

Other firms in Columbia

All Columbia advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 59Morgan Stanley 32Wells Fargo Clearing Services, LLC 32Edward Jones 26First Citizens Investor Services, Inc. 26LPL Financial LLC 22Independent Advisor Alliance, LLC 20Ameriprise Financial Services, LLC 19State Farm Investment Management Corp. 16Abacus Planning Group, Inc. 13Janney Montgomery Scott LLC 12UBS Financial Services Inc. 12

Questions

How many financial advisors does First Citizens Asset Management, Inc. have in Columbia?

9 investment adviser representatives are registered at First Citizens Asset Management, Inc. offices in Columbia, South Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 62 nationwide. 2 list the CFP designation and 9 are also registered as broker representatives.

Is First Citizens Asset Management, Inc. one of the largest advisor employers in Columbia?

First Citizens Asset Management, Inc. ranks number 13 in Columbia by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 59.

How do I check a First Citizens Asset Management, Inc. advisor in Columbia?

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 Asset Management, 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.