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Financial ADVSR advisor directory · SEC adviser records

First Citizens Investor Services, Inc. financial advisors in Richmond, VA

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

The short answer

3 registered advisors work at First Citizens Investor Services, Inc. in Richmond, out of 370 at the firm nationwide; it ranks number 72 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

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

Other firms in Richmond

All Richmond advisors →

Davenport & Company LLC 148Wells Fargo Clearing Services, LLC 113Truist Advisory Services, Inc. 79Morgan Stanley 49Merrill Lynch, Pierce, Fenner & Smith Incorporated 42Raymond James & Associates, Inc. 38Wells Fargo Advisors Financial Network, LLC 34Ameriprise Financial Services, LLC 30LPL Financial LLC 27Riverfront Investment Group, LLC 27The London Company Of Virginia 24Janney Montgomery Scott LLC 22

Questions

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

3 investment adviser representatives are registered at First Citizens Investor Services, Inc. offices in Richmond, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 370 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

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

First Citizens Investor Services, Inc. ranks number 72 in Richmond by registered advisors; Davenport & Company LLC has the most, with 148.

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

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.