FIRST CITIZENS INVESTOR SERVICES, INC.

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

About FIRST CITIZENS INVESTOR SERVICES, INC.

FIRST CITIZENS INVESTOR SERVICES, INC, formally registered with the SEC as FIRST CITIZENS INVESTOR SERVICES, INC. The firm was established in 02/22/2000. They have over 108 offices throughout the country.

FIRST CITIZENS INVESTOR SERVICES, INC. is a Raleigh, North Carolina based Financial Planning firm with nearly $1,729,333,096 assets under management, offering retirement planning & investment advisory services to 6086 clients. The firm is staffed with 235 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	44430
SEC#	801-57302
Assets Managed by Firm	$1,729,333,096
No. of Clients	6086
No. of Advisors	235

Fee Structure

A percentage of AUM
Fixed fees

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

Firm Client Information

	No. of Clients	AUM
Firm Total	6086	$1,729,333,096
Individuals (other than high net worth individuals)	4463	$1,035,476,201
High net worth individuals	321	$667,996,155
Pension and profit sharing plans	3	$871,348
Charitable organizations	15	$7,417,184
Corporations or other businesses	41	$17,572,208

More Retirement Planning firms in Raleigh, North Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPTRUST 4208 Six Forks Rd, Suite 1700 Raleigh, NC, 27609	$852,173,054,617	100603	1554
ALLSPRING GLOBAL INVESTMENTS, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$429,024,440,167	9416	1015
BARINGS LLC 300 S. Tryon Street, Suite 2500 Charlotte, NC, 28202	$307,726,562,224	343	985
ALLSPRING FUNDS MANAGEMENT, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$300,798,686,558	8078	513
BRIGHTHOUSE INVESTMENT ADVISERS, LLC 11225 North Community House Rd Charlotte, NC, 28277	$137,561,001,775	6685	31

Explore More Retirement Advisors in Raleigh, North Carolina

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.