Mary
Ghobry
First Citizens Investor Services, Inc
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About this Advisor
Mary Ghobry is a financial advisor operating in Pasadena, California. Ghobry currently works for First Citizens Investor Services, Inc. Their career trajectory has included roles at Wells Fargo Bank, N.A, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and First Citizens Investor Services. Ghobry maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. First Citizens Investor Services, Inc is a business that has its headquarters in Raleigh, NC. It has offices in 73 locations and a total of 250 advisors. It has $2 billion in assets under management across its 5,949 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 15 charitable organizations. Of its 5,949 customer accounts, just 5% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically are based on the type of services. However, fee types billed by First Citizens Investor Services, Inc likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Citizens Investor Services, Inc Brokerage Details
$1,526,535,778
250
5,949
$256,604
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Mary Ghobry Work History
Mary has been registered as a financial advisor for 0 years.*
First Citizens Investor Services
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Wells Fargo Bank, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mary Ghobry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at First Citizens Investor Services, Inc
Mount Pleasant, SC
Wilmington, NC
Charleston, SC
Raleigh, NC
Columbia, SC
Wilmington, NC
Hartsville, SC
Durham, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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