Albert
Stephens
First Citizens Investor Services, Inc
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About this Advisor
Albert Stephens is a financial advisor working in Charlotte, North Carolina with 6 years of industry experience. Stephens is on the advisory team at First Citizens Investor Services, Inc. During their career, Stephens has held roles at Scott Clark Toyota, Keffer Automotive Group, Automotive Management Services Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, First Citizens Bank and First Citizens Investor Services. Stephens 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 North Carolina. First Citizens Investor Services, Inc is a company that has its headquarters in Raleigh, NC. It has offices in 73 locations and a total of 250 advisors. It controls $2 billion in total assets between its 5,949 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 15 charitable organizations. Of its 5,949 client accounts, just 5% are held by high-net-worth investors who have at least $1 million in assets. First Citizens Investor Services, Inc provides a wide range 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 fees usually are based on the type of services. However, fees billed by First Citizens Investor Services, Inc can 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
Albert Stephens Work History
Albert has been registered as a financial advisor for 6 years.*
First Citizens Bank
First Citizens Investor Services
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Keffer Automotive Group
Automotive Management Services Inc
Scott Clark Toyota
*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 Albert Stephens 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
Charlotte, NC
Wilmington, NC
Hartsville, SC
Goldsboro, NC
Charlotte, NC
Charleston, SC
Mount Pleasant, SC
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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