First Citizens Investor Services, Inc
About this Advisor
Albert Stephens is an investment advisor located in Charlotte, North Carolina. Currently an advisor at First Citizens Investor Services, Inc, they have accumulated 10 years of professional experience. Stephens has a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Stephens is registered to operate in North Carolina. The advisor has gained experience at Keffer Automotive Group, Scott Clark Honda, Priority Auto Group, Scott Clark Toyota, Automotive Management Services Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, First Citizens Bank and First Citizens Investor Services. First Citizens Investor Services, Inc is located in Charlotte, North Carolina, and operates out of 72 locations throughout the nation. As a firm, First Citizens Investor Services, Inc oversees $981 million in assets throughout 3,584 accounts and retains more than 175 people. The firm's total assets under management places it among 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 investment firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. 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's fees may include asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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First Citizens Investor Services, Inc Brokerage Details
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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
Albert Stephens Work History
Albert has 10 years of experience.
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
Priority Auto Group
Scott Clark Toyota
Scott Clark Honda
Keffer Automotive Group
Albert Stephens has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at First Citizens Investor Services, Inc
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.