FIRST CITIZENS INVESTOR SERVICES, INC.

RALEIGH, North Carolina·8 registered advisors·CRD# 44430
SEC# 801-57302107800-229-0205
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
235
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at FIRST CITIZENS INVESTOR SERVICES, INC.

8 registered advisors
Carol Blade Yochem
RALEIGH, North Carolina
Charles Falconer Iii Mccallum
RALEIGH, North Carolina
CFP
David Lee Biliter
RALEIGH, North Carolina
CFP
David Lee Jr Zimmerman
RALEIGH, North Carolina
Hiram Ramsey Ii Jones
RALEIGH, North Carolina
Keith William Walker
RALEIGH, North Carolina
Patricia Anne Price
RALEIGH, North Carolina
Ralph Sadler Powell
RALEIGH, North Carolina
05

Office Locations

RALEIGH, North Carolina
8 advisors

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Data sourced from SEC Form ADV filings. FIRST CITIZENS INVESTOR SERVICES, INC. (CRD# 44430) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.