FIRST CITIZENS INVESTOR SERVICES, INC. - Financial Advisor in North Carolina, Raleigh

Tel: 800-229-0205 8540 Colonnade Center Drive Raleigh, North Carolina 27615

About FIRST CITIZENS INVESTOR SERVICES, INC.

FIRST CITIZENS INVESTOR SERVICES, INC. is a Raleigh, North Carolina based financial advisory firm with nearly $1,729,333,096 in assets under management and provides investment advisory services for 6086 clients. There are currently 235 financial advisors at the firm.

General Information

Firm CRD#:

44430

Firm SEC#:

801-57302

Assets Under Management:

$1,729,333,096

No. of Clients:

6086

No. of Advisors:

235

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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