Spencer
Dean
First Citizens Asset Management, Inc
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About this Advisor
Spencer Dean is a financial advisor working in Atlanta, Georgia, with 6 years of industry experience. Dean is on the advisory team at First Citizens Asset Management, Inc. Over the course of their career, they have held roles at Pnc Funds Distributor, LLC, Pnc Capital Advisors, LLC, Pnc Bank, First Citizens Bank, First Citizens Investor Services and First Citizens Asset Management. Dean holds Series 63 and Series 66 licenses, designating them as a securities agent, and is registered to operate in Georgia. First Citizens Asset Management, Inc is a registered investment company based out of Raleigh, NC. The firm has offices in 23 locations and a total of 49 financial advisors. It handles $274 million in total assets between its 1,273 client accounts, placing it among the mid-sized firms in the United States by assets under management. The firm advises two charitable organizations. Of its 1,273 client accounts, just 2% are held by high-net-worth clients who have more than $1 million in investable assets. First Citizens Asset Management, Inc performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually depend on which service is provided. Fees billed by First Citizens Asset Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Citizens Asset Management, Inc Brokerage Details
$273,656,161
49
1,273
$214,969
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Spencer Dean Work History
Spencer has been registered as a financial advisor for 6 years.*
First Citizens Bank
First Citizens Investor Services
First Citizens Asset Management
Pnc Funds Distributor, LLC
Pnc Capital Advisors, LLC
Pnc Bank
*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 Spencer Dean 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 Asset Management, Inc
Raleigh, NC
Atlanta, GA
Raleigh, NC
Raleigh, NC
Charlotte, NC
Columbia, SC
Raleigh, NC
Raleigh, 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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