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Patricia Anne Price

FIRST CITIZENS INVESTOR SERVICES, INC.·RALEIGH, North Carolina
SIE, Series 7, Series 24, Series 27, Series 63Clean recordFIRST CITIZENS INVESTOR SERVICES, INC.
100 E TRYON ROAD, RALEIGH, NC 27603CRD# 1346036Firm CRD# 44430

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Anne Price · RALEIGH, NC
Registration
CRD #1346036 · FIRST CITIZENS INVESTOR SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 63
02

Disclosure History

Clean record · no disclosure events on file

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

03

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. →
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Frequently Asked Questions

What services does Patricia Anne Price offer?
Patricia Anne Price specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.
What are Patricia Anne Price's credentials?
Patricia Anne Price is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Anne Price located?
Patricia Anne Price 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 Patricia Anne Price charge for services?
Patricia Anne Price'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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Other Advisors at FIRST CITIZENS INVESTOR SERVICES, INC.

Hiram Ramsey Ii Jones
RALEIGH, NC
Keith William Walker
RALEIGH, NC
David Lee Biliter
RALEIGH, NC
CFP
David Lee Jr Zimmerman
RALEIGH, NC
Ralph Sadler Powell
RALEIGH, NC
Carol Blade Yochem
RALEIGH, NC

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Nearby cities in North Carolina
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City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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