David
Bratcher

First Citizens Investor Services, Inc

CRD#6089001
Investment Advisor
in Atlanta, GA

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About this Advisor

David Bratcher is a financial advisor working out of Atlanta, Georgia, who has been in the financial industry for 10 years. Bratcher currently works for First Citizens Investor Services, Inc. Bratcher has gained experience at Merrill Lynch, Pierce, Fenner And Smith Inc, Southern Bank And Trust, Bank Of America, N.A, Pnc Investments, Pnc Bank, Bb&T, Bbtis, Bb&T Securities, LLC, First Citizens Bank and First Citizens Investor Services. Bratcher has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia. First Citizens Investor Services, Inc is an advisory firm based in Atlanta, Georgia. The company has offices in 72 locations and a total of 175 people on staff. It has $981 million in assets under management among its 3,584 client accounts, making it one of the larger firms in the nation by assets under management. The firm serves two charities and foundations. Of its 3,584 client accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules largely vary depending on the type of financial services provided. Fee types charged by First Citizens Investor Services, Inc likely include any blend of asset-based and fixed fees.

Certifications and Registrations

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

3300 Cumberland Blvd Se
Atlanta, GA 30339

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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

David Bratcher Work History

David has 10 years of experience.

2020 - Present (1 year)

First Citizens Bank

2020 - Present (1 year)

First Citizens Investor Services

2019 - 2020 (1 year)

Bb&T

2018 - 2020 (2 years)

Bb&T Securities, LLC

2016 - 2019 (3 years)

Bb&T

2016 - 2020 (4 years)

Bbtis

2014 - 2016 (2 years)

Pnc Investments

2013 - 2014 (1 year)

Pnc Investments

2013 - 2014 (1 year)

Pnc Bank

2012 - 2013 (1 year)

Merrill Lynch, Pierce, Fenner And Smith Inc

2012 - 2013 (1 year)

Bank Of America, N.A

2010 - 2012 (2 years)

Southern Bank And Trust

Disclosures

David Bratcher has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at First Citizens Investor Services, Inc

Matthew Golden
Columbia, SC
Ryan Hedlund
Columbia, SC
Edward Turrisi
Greenville, NC
Craig Shively
Charlotte, NC
Robert Dickinson
Raleigh, NC
Sarah Scheld
Huntersville, NC
Debra Keough
Irmo, SC
Mitchell Johnson
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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