Unclaimed Profile

Charles Falconer Iii Mccallum

FIRST CITIZENS INVESTOR SERVICES, INC.·RALEIGH, North Carolina

SIE, Series 6, Series 7, Series 24, Series 27, Series 63, Series 65, Series 99TOCFPClean record23 years registeredFIRST CITIZENS INVESTOR SERVICES, INC.

8540 COLONNADE CENTER DRIVE, RALEIGH, NC 27615CRD# 2697260Firm CRD# 44430

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Falconer Iii Mccallum · RALEIGH, NC

Registration

CRD #2697260 · FIRST CITIZENS INVESTOR SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

FIRST CITIZENS ASSET MANAGEMENT, INC

Aug 2025 – present

SVB WEALTH

Aug 2025 – present

FIRST CITIZENS INVESTOR SERVICES, INC.

Apr 2023 – present

FIRST CITIZENS INVESTOR SERVICES, INC.

Apr 2023 – Apr 2023

RALEIGH, NC

BB&T SECURITIES, LLC

Dec 2019 – Mar 2021

RICHMOND, VA

TRUIST ADVISORY SERVICES, INC.

Sep 2016 – Jan 2023

ATLANTA, GA

SUNTRUST INVESTMENT SERVICES, INC.

Jun 2010 – Dec 2016

ATLANTA, GA

SUNTRUST INVESTMENT SERVICES, INC.

Jan 2003 – Jun 2008

NASHVILLE, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 27

Series 63

Series 65

Series 99TO

Registration record

First registered · January 6, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST CITIZENS INVESTOR SERVICES, INC.

CRD 44430 · SEC 801-57302

AUM

$1.7B

Regulatory assets under management

Employees

235

6,086 client accounts

Services offered by FIRST CITIZENS INVESTOR SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIRST CITIZENS INVESTOR SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Charles Falconer Iii Mccallum offer?

Charles Falconer Iii Mccallum specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.

What are Charles Falconer Iii Mccallum's credentials?

Charles Falconer Iii Mccallum holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Charles Falconer Iii Mccallum located?

Charles Falconer Iii Mccallum is based in RALEIGH, North Carolina, working with FIRST CITIZENS INVESTOR SERVICES, INC.. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does Charles Falconer Iii Mccallum charge for services?

Charles Falconer Iii Mccallum's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST CITIZENS INVESTOR SERVICES, INC.?

FIRST CITIZENS INVESTOR SERVICES, INC. has approximately 235 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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