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Financial ADVSR advisor directory · SEC adviser records

First Citizens Investor Services, Inc. financial advisors in Columbia, SC

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

The short answer

31 registered advisors work at First Citizens Investor Services, Inc. in Columbia, out of 370 at the firm nationwide; it ranks number 3 in the city by advisors. 2 list the CFP designation and 31 are also registered broker representatives.

First Citizens Investor Services, Inc. advisors in Columbia, A to Z

Every First Citizens Investor Services, Inc. advisor →

First Citizens Investor Services, Inc. advisors in other cities

Raleigh, NC 91Charlotte, NC 54Boston, 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 Columbia

All Columbia advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 59Wells Fargo Clearing Services, LLC 55Morgan Stanley 31Edward Jones 26Independent Advisor Alliance, LLC 20LPL Financial LLC 20Ameriprise Financial Services, LLC 19State Farm Investment Management Corp. 18Abacus Planning Group, Inc. 13Janney Montgomery Scott LLC 12UBS Financial Services Inc. 12First Citizens Asset Management, Inc. 9

Questions

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

31 investment adviser representatives are registered at First Citizens Investor Services, Inc. offices in Columbia, South Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 370 nationwide. 2 list the CFP designation and 31 are also registered as broker representatives.

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

First Citizens Investor Services, Inc. ranks number 3 in Columbia by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 59.

How do I check a First Citizens Investor Services, 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 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.