Albert
Stephens
First Citizens Investor Services, Inc
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About this Advisor
Albert Stephens is a financial advisor based in Charlotte, North Carolina, working with First Citizens Investor Services, Inc. Albert has previously held positions at 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. Albert has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Albert is part of First Citizens Investor Services, Inc, which operates out of Charlotte, North Carolina. The firm has 107 offices and 235 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at First Citizens Investor Services, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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First Citizens Investor Services, Inc Brokerage Details
$1,729,333,096
235
6,086
$284,149
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
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
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
Raleigh, NC
Charlotte, NC
Charlotte, NC
Raleigh, NC
Raleigh, NC
Charlotte, NC
Raleigh, NC
Wilmington, NC
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