Andrew
White

First Citizens Investor Services, Inc

CRD#5142934
Investment Advisor
in Augusta, GA

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About this Advisor

Andrew White is an investment advisor located in Augusta, Georgia. Currently a registered advisor with First Citizens Investor Services, Inc, they have gathered 10 years of work experience in the financial advisory industry. White maintains Series 63 and Series 66 licenses, which certify the advisor as a securities broker. White is able to act as a financial advisor in Georgia. During their career, White has held roles at Valic Financial Advisors, First Citizens Investor Services and First Citizens Asset Management. First Citizens Investor Services, Inc is located in Augusta, Georgia, and operates out of 72 other brick-and-mortar locations in the nation. As a company, First Citizens Investor Services, Inc manages $981 million in assets throughout 3,584 accounts and employs more than 175 people. The firm's total assets under management makes it one of the larger financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 2% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. First Citizens Investor Services, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

342 Baston Rd.
Augusta, GA 30907

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First Citizens Investor Services, Inc Brokerage Details

Total Assets Under Management

$980,920,651

GA Average: $3,625,019,099
Total Number of Employees

175

GA Average: 22
Total Number of Accounts

3,584

GA Average: 1,917
Average Account Size

$273,694

GA Average: $1,890,985

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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

Andrew White Work History

Andrew has 10 years of experience.

2017 - Present (4 years)

First Citizens Investor Services

2017 - Present (4 years)

First Citizens Asset Management

2010 - 2017 (7 years)

Valic Financial Advisors

Disclosures

Andrew White has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at First Citizens Investor Services, Inc

Andrew White
Augusta, GA
Craig Shively
Charlotte, NC
Debra Keough
Irmo, SC
John Liddicoat
Raleigh, NC
Leigh Ann Rotz
Raleigh, NC
Albert Stephens
Charlotte, NC
Robert Johnson
Charlotte, NC
Brian Karg
Wilmington, NC

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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