Charles
Mccallum
First Citizens Investor Services, Inc
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About this Advisor
Charles Mccallum is a certified financial planner working out of Raleigh, North Carolina. Mccallum currently works for First Citizens Investor Services, Inc. Mccallum has gained experience at Suntrust Investment Services, Suntrust Bank, Inc, Truist Advisory Services, Inc, Bb&T Securities, LLC, First Citizens Investor Services, Suntrust Investment Services, Inc, Suntrust Bank and Truist Investment Services, Inc. Mccallum maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. First Citizens Investor Services, Inc is a business that has its headquarters in Raleigh, NC. The company has offices in 73 locations and a total of 250 people on staff. It manages $2 billion in total assets between its 5,949 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 15 charities and foundations. Of its 5,949 customer accounts, just 5% belong to high-net-worth investors who have at least $1 million in investable assets. The business provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services usually depend on the financial services provided. However, fees charged by First Citizens Investor Services, Inc likely include 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
Charles Mccallum Work History
Charles has been registered as a financial advisor for 0 years.*
First Citizens Investor Services
Bb&T Securities, LLC
Truist Investment Services, Inc
Truist Advisory Services, Inc
Suntrust Investment Services, Inc
Suntrust Bank
Suntrust Investment Services
Suntrust Bank, Inc
*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 Charles Mccallum 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
Raleigh, NC
Wilmington, NC
Durham, NC
Raleigh, NC
Charlotte, NC
Charleston, SC
Columbia, SC
Hartsville, SC
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
